LI
LVZ Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,794
| Closed | -$402K | – | 71 |
|
|
2018
Q1 | $402K | Buy |
11,794
+1,037
| +10% | +$35.3K | 0.11% | 39 |
|
|
2017
Q4 | $380K | Buy |
10,757
+6,940
| +182% | +$245K | 0.11% | 43 |
|
|
2017
Q3 | $382K | Sell |
3,817
-1,170
| -23% | -$117K | 0.12% | 41 |
|
|
2017
Q2 | $487K | Sell |
4,987
-175
| -3% | -$17.1K | 4.37% | 3 |
|
|
2017
Q1 | $503K | Sell |
5,162
-1,719
| -25% | -$168K | 4.74% | 2 |
|
|
2016
Q4 | $649K | Sell |
6,881
-110
| -2% | -$10.4K | 6.22% | 2 |
|
|
2016
Q3 | $635K | Sell |
6,991
-2,501
| -26% | -$227K | 6.19% | 2 |
|
|
2016
Q2 | $850K | Sell |
9,492
-133
| -1% | -$11.9K | 9.26% | 2 |
|
|
2016
Q1 | $829K | Buy |
+9,625
| New | +$829K | 0.39% | 25 |
|