Newbridge Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-339
| Closed | -$13.9K | – | 1375 |
|
|
2023
Q1 | $13.9K | Sell |
339
-65
| -16% | -$2.66K | 0.01% | 832 |
|
|
2022
Q4 | $16.6K | Buy |
404
+12
| +3% | +$493 | 0.01% | 786 |
|
|
2022
Q3 | $15K | Buy |
392
+7
| +2% | +$268 | 0.01% | 777 |
|
|
2022
Q2 | $15K | Buy |
385
+58
| +18% | +$2.26K | 0.01% | 733 |
|
|
2022
Q1 | $15K | Hold |
327
| – | – | 0.01% | 805 |
|
|
2021
Q4 | $14K | Buy |
327
+3
| +0.9% | +$128 | 0.01% | 829 |
|
|
2021
Q3 | $13K | Buy |
324
+215
| +197% | +$8.63K | 0.01% | 794 |
|
|
2021
Q2 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 1119 |
|