Krilogy Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-111
| Closed | -$4K | – | 733 |
|
|
2017
Q1 | $4K | Hold |
111
| – | – | ﹤0.01% | 590 |
|
|
2016
Q4 | $4K | Sell |
111
-342
| -75% | -$12.3K | ﹤0.01% | 590 |
|
|
2016
Q3 | $14K | Sell |
453
-6,150
| -93% | -$190K | ﹤0.01% | 480 |
|
|
2016
Q2 | $197K | Buy |
6,603
+45
| +0.7% | +$1.34K | 0.07% | 121 |
|
|
2016
Q1 | $188K | Buy |
6,558
+24
| +0.4% | +$688 | 0.08% | 109 |
|
|
2015
Q4 | $175K | Sell |
6,534
-1,422
| -18% | -$38.1K | 0.16% | 59 |
|
|
2015
Q3 | $206K | Buy |
+7,956
| New | +$206K | 0.1% | 82 |
|