Montecito Bank & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $236K | Sell |
|
|||||
|
2019
Q3 | $226K | Buy |
|
|||||
|
2019
Q2 | $214K | Sell |
|
|||||
|
2019
Q1 | $732K | Buy |
|
|||||
|
2018
Q4 | $479K | Buy |
|
|||||
|
2018
Q3 | $300K | Sell |
|
|||||
|
2018
Q2 | $295K | Hold |
|
|||||
|
2018
Q1 | $282K | Sell |
|
|||||
|
2017
Q4 | $358K | Sell |
|
|||||
|
2017
Q3 | $358K | Sell |
|
|||||
|
2017
Q2 | $351K | Sell |
|
|||||
|
2017
Q1 | $450K | Sell |
|
|||||
|
2016
Q4 | $2.06M | Sell |
|
|||||
|
2016
Q3 | $4.69M | Buy |
|