Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.45M | Sell |
38,419
-14,711
| -28% | -$554K | 0.06% | 310 |
|
|
2022
Q2 | $2.11M | Buy |
53,130
+528
| +1% | +$20.9K | 0.09% | 236 |
|
|
2022
Q1 | $2.33M | Buy |
52,602
+2,068
| +4% | +$91.7K | 0.09% | 228 |
|
|
2021
Q4 | $2.25M | Buy |
50,534
+4,219
| +9% | +$188K | 0.11% | 204 |
|
|
2021
Q3 | $1.92M | Buy |
46,315
+695
| +2% | +$28.8K | 0.09% | 231 |
|
|
2021
Q2 | $1.91M | Sell |
45,620
-158
| -0.3% | -$6.63K | 0.09% | 243 |
|
|
2021
Q1 | $1.85M | Buy |
45,778
+591
| +1% | +$23.9K | 0.1% | 216 |
|
|
2020
Q4 | $1.57M | Buy |
45,187
+1,689
| +4% | +$58.8K | 0.08% | 239 |
|
|
2020
Q3 | $1.26M | Buy |
43,498
+962
| +2% | +$27.8K | 0.1% | 190 |
|
|
2020
Q2 | $1.2M | Sell |
42,536
-1,940
| -4% | -$54.7K | 0.11% | 196 |
|
|
2020
Q1 | $1.01M | Buy |
44,476
+96
| +0.2% | +$2.19K | 0.09% | 212 |
|
|
2019
Q4 | $1.69M | Buy |
44,380
+786
| +2% | +$29.9K | 0.12% | 188 |
|
|
2019
Q3 | $1.56M | Buy |
43,594
+89
| +0.2% | +$3.18K | 0.12% | 191 |
|
|
2019
Q2 | $1.57M | Buy |
43,505
+4,773
| +12% | +$173K | 0.12% | 185 |
|
|
2019
Q1 | $1.4M | Sell |
38,732
-1,143
| -3% | -$41.3K | 0.12% | 189 |
|
|
2018
Q4 | $1.34M | Buy |
39,875
+2,038
| +5% | +$68.2K | 0.12% | 186 |
|
|
2018
Q3 | $1.39M | Buy |
+37,837
| New | +$1.39M | 0.17% | 122 |
|
|
2018
Q2 | – | Sell |
-33,243
| Closed | -$1.13M | – | 181 |
|
|
2018
Q1 | $1.13M | Buy |
33,243
+1,063
| +3% | +$36.3K | 0.07% | 203 |
|
|
2017
Q4 | $1.14M | Sell |
32,180
-4,933
| -13% | -$174K | 0.12% | 172 |
|
|
2017
Q3 | $1.24M | Sell |
37,113
-30
| -0.1% | -$1K | 0.2% | 88 |
|
|
2017
Q2 | $1.21M | Buy |
+37,143
| New | +$1.21M | 0.17% | 128 |
|