Leo Brokerage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $329K | Sell |
7,815
-1,110
| -12% | -$46.7K | 0.04% | 231 |
|
|
2023
Q1 | $366K | Buy |
+8,925
| New | +$366K | 0.05% | 206 |
|
|
2022
Q2 | $1.05M | Buy |
26,842
+50
| +0.2% | +$1.95K | 0.28% | 61 |
|
|
2022
Q1 | $1.19M | Buy |
+26,792
| New | +$1.19M | 0.19% | 88 |
|
|
2021
Q3 | $1.54M | Sell |
37,150
-4,090
| -10% | -$170K | 0.29% | 49 |
|
|
2021
Q2 | $1.73M | Sell |
41,240
-57,983
| -58% | -$2.43M | 0.35% | 47 |
|
|
2021
Q1 | $4.01M | Sell |
99,223
-5,316
| -5% | -$215K | 1.14% | 20 |
|
|
2020
Q4 | $3.64M | Sell |
104,539
-74,257
| -42% | -$2.58M | 1.17% | 20 |
|
|
2020
Q3 | $5.07M | Buy |
+178,796
| New | +$5.07M | 2.09% | 17 |
|