Moloney Securities Asset Management’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
Q2 | – | Sell |
-7,330
| Closed | -$326K | – | 387 |
|
|
2022
Q1 | $326K | Sell |
7,330
-350
| -5% | -$15.6K | 0.06% | 282 |
|
|
2021
Q4 | $341K | Buy |
7,680
+175
| +2% | +$7.77K | 0.06% | 298 |
|
|
2021
Q3 | $311K | Hold |
7,505
| – | – | 0.06% | 315 |
|
|
2021
Q2 | $315K | Hold |
7,505
| – | – | 0.06% | 310 |
|
|
2021
Q1 | $303K | Buy |
+7,505
| New | +$303K | 0.06% | 304 |
|