KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $528K | Sell |
11,370
-1,694
| -13% | -$78.7K | 0.38% | 66 |
|
|
2023
Q4 | $597K | Buy |
13,064
+1,095
| +9% | +$50.1K | 0.43% | 57 |
|
|
2023
Q3 | $490K | Sell |
11,969
-249
| -2% | -$10.2K | 0.45% | 67 |
|
|
2023
Q2 | $514K | Buy |
12,218
+212
| +2% | +$8.91K | 0.42% | 65 |
|
|
2023
Q1 | $492K | Buy |
12,006
+397
| +3% | +$16.3K | 0.43% | 71 |
|
|
2022
Q4 | $478K | Buy |
+11,609
| New | +$478K | 0.39% | 70 |
|