Money Concepts Capital’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
Q1 | – | Sell |
-7,872
| Closed | -$324K | – | 1086 |
|
|
2022
Q4 | $324K | Buy |
7,872
+3,680
| +88% | +$151K | 0.01% | 536 |
|
|
2022
Q3 | $158K | Buy |
4,192
+264
| +7% | +$9.95K | 0.01% | 467 |
|
|
2022
Q2 | $155K | Sell |
3,928
-6,436
| -62% | -$254K | 0.01% | 463 |
|
|
2022
Q1 | $460K | Buy |
10,364
+7,057
| +213% | +$313K | 0.03% | 466 |
|
|
2021
Q4 | $147K | Buy |
+3,307
| New | +$147K | 0.01% | 515 |
|
|
2021
Q1 | $104K | Sell |
2,562
-103,495
| -98% | -$4.2M | 0.01% | 514 |
|
|
2020
Q4 | $3.69M | Buy |
+106,057
| New | +$3.69M | 0.34% | 78 |
|