McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,788
| Closed | -$240K | – | 291 |
|
|
2021
Q3 | $240K | Buy |
5,788
+295
| +5% | +$12.2K | 0.02% | 264 |
|
|
2021
Q2 | $230K | Sell |
5,493
-1,067
| -16% | -$44.7K | 0.02% | 264 |
|
|
2021
Q1 | $265K | Buy |
6,560
+12
| +0.2% | +$485 | 0.02% | 253 |
|
|
2020
Q4 | $228K | Buy |
+6,548
| New | +$228K | 0.03% | 238 |
|
|
2018
Q2 | – | Sell |
-120
| Closed | -$4K | – | 221 |
|
|
2018
Q1 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 410 |
|