Keystone Financial Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-10,032
Closed -$273K 48
2014
Q2
$273K Hold
10,032
0.21% 45
2014
Q1
$258K Hold
10,032
0.2% 50
2013
Q4
$249K Buy
+10,032
New +$249K 0.2% 52