Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,536
| Closed | -$591K | – | 251 |
|
|
2019
Q4 | $591K | Buy |
15,536
+3
| +0% | +$114 | 0.05% | 159 |
|
|
2019
Q3 | $564K | Sell |
15,533
-1,345
| -8% | -$48.8K | 0.05% | 155 |
|
|
2019
Q2 | $611K | Sell |
16,878
-1,619
| -9% | -$58.6K | 0.06% | 148 |
|
|
2019
Q1 | $662K | Buy |
18,497
+255
| +1% | +$9.13K | 0.07% | 125 |
|
|
2018
Q4 | $577K | Buy |
+18,242
| New | +$577K | 0.07% | 129 |
|
|
2018
Q3 | – | Sell |
-603
| Closed | -$22K | – | 268 |
|
|
2018
Q2 | $22K | Sell |
603
-20,969
| -97% | -$765K | ﹤0.01% | 355 |
|
|
2018
Q1 | $22K | Buy |
+21,572
| New | +$22K | ﹤0.01% | 387 |
|