MLA
My Legacy Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,361
| Closed | -$672K | – | 203 |
|
|
2024
Q2 | $672K | Sell |
14,361
-4,436
| -24% | -$207K | 0.21% | 124 |
|
|
2024
Q1 | $917K | Sell |
18,797
-2,546
| -12% | -$124K | 0.31% | 93 |
|
|
2023
Q4 | $963K | Sell |
21,343
-728
| -3% | -$32.9K | 0.35% | 85 |
|
|
2023
Q3 | $883K | Buy |
22,071
+3,591
| +19% | +$144K | 0.36% | 84 |
|
|
2023
Q2 | $800K | Buy |
18,480
+189
| +1% | +$8.18K | 0.31% | 100 |
|
|
2023
Q1 | $743K | Buy |
18,291
+1,040
| +6% | +$42.3K | 0.32% | 109 |
|
|
2022
Q4 | $778K | Sell |
17,251
-1,474
| -8% | -$66.5K | 0.33% | 108 |
|
|
2022
Q3 | $725K | Buy |
18,725
+3,364
| +22% | +$130K | 0.37% | 96 |
|
|
2022
Q2 | $604K | Buy |
15,361
+9,179
| +148% | +$361K | 0.3% | 127 |
|
|
2022
Q1 | $275K | Buy |
+6,182
| New | +$275K | 0.13% | 160 |
|