MGO One Seven’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 | – | Sell |
-8,220
| Closed | -$337K | – | 820 |
|
|
2023
Q1 | $337K | Buy |
+8,220
| New | +$337K | 0.02% | 631 |
|
|
2020
Q3 | – | Sell |
-11,511
| Closed | -$326K | – | 471 |
|
|
2020
Q2 | $326K | Buy |
11,511
+772
| +7% | +$21.9K | 0.08% | 313 |
|
|
2020
Q1 | $259K | Sell |
10,739
-2,678
| -20% | -$64.6K | 0.09% | 303 |
|
|
2019
Q4 | $510K | Buy |
13,417
+728
| +6% | +$27.7K | 0.13% | 214 |
|
|
2019
Q3 | $461K | Buy |
12,689
+62
| +0.5% | +$2.25K | 0.13% | 217 |
|
|
2019
Q2 | $457K | Sell |
12,627
-483
| -4% | -$17.5K | 0.15% | 198 |
|
|
2019
Q1 | $469K | Sell |
13,110
-95
| -0.7% | -$3.4K | 0.15% | 198 |
|
|
2018
Q4 | $417K | Buy |
13,205
+2,431
| +23% | +$76.8K | 0.18% | 131 |
|
|
2018
Q3 | $397K | Buy |
+10,774
| New | +$397K | 0.19% | 153 |
|
|
2018
Q1 | $379K | Sell |
11,107
-20
| -0.2% | -$682 | 0.17% | 137 |
|
|
2017
Q4 | $393K | Buy |
+11,127
| New | +$393K | 0.18% | 133 |
|