Nations Financial Group’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
Q2 | – | Sell |
-27,995
| Closed | -$676K | – | 273 |
|
|
2020
Q1 | $676K | Hold |
27,995
| – | – | 0.29% | 104 |
|
|
2019
Q4 | $1.07M | Hold |
27,995
| – | – | 0.37% | 78 |
|
|
2019
Q3 | $1.03M | Hold |
27,995
| – | – | 0.37% | 74 |
|
|
2019
Q2 | $1.01M | Sell |
27,995
-700
| -2% | -$25.3K | 0.67% | 33 |
|
|
2019
Q1 | $1.03M | Hold |
28,695
| – | – | 0.7% | 32 |
|
|
2018
Q4 | $908K | Hold |
28,695
| – | – | 0.73% | 31 |
|
|
2018
Q3 | $1.06M | Hold |
28,695
| – | – | 0.76% | 27 |
|
|
2018
Q2 | $1.03M | Hold |
28,695
| – | – | 0.86% | 24 |
|
|
2018
Q1 | $979K | Hold |
28,695
| – | – | 0.89% | 21 |
|
|
2017
Q4 | $1.01M | Hold |
28,695
| – | – | 0.93% | 19 |
|
|
2017
Q3 | $956K | Hold |
28,695
| – | – | 0.93% | 23 |
|
|
2017
Q2 | $935K | Hold |
28,695
| – | – | 0.77% | 34 |
|
|
2017
Q1 | $933K | Hold |
28,695
| – | – | 0.91% | 32 |
|
|
2016
Q4 | $903K | Hold |
28,695
| – | – | 0.97% | 29 |
|
|
2016
Q3 | $869K | Hold |
28,695
| – | – | 0.86% | 33 |
|
|
2016
Q2 | $856K | Hold |
28,695
| – | – | 0.9% | 33 |
|
|
2016
Q1 | $824K | Buy |
+28,695
| New | +$824K | 0.95% | 30 |
|