NewFocus Financial Group’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
Q2 | – | Sell |
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|
2020
Q1 | $6.29M | Buy |
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|
2019
Q4 | $4.91M | Sell |
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|
2019
Q3 | $4.76M | Sell |
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|
2019
Q2 | $4.83M | Hold |
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|
2019
Q1 | $4.78M | Sell |
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|
2018
Q4 | $4.3M | Sell |
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|
2018
Q3 | $5.09M | Sell |
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|
2018
Q2 | $4.97M | Sell |
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|
2018
Q1 | $4.84M | Sell |
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|
2017
Q4 | $5.2M | Sell |
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|
2017
Q3 | $4.94M | Sell |
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|
2017
Q2 | $5.1M | Sell |
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|
2017
Q1 | $10.7M | Sell |
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|
2016
Q4 | $10.4M | Buy |
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|
2016
Q3 | $9.68M | Buy |
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|
2016
Q2 | $9.49M | Buy |
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|
2016
Q1 | $8.67M | Buy |
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|
2015
Q4 | $7.37M | Sell |
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|
2015
Q3 | $7.6M | Buy |
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|
2015
Q2 | $7.78M | Buy |
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|
2015
Q1 | $7.88M | Buy |
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|
2014
Q4 | $741K | Buy |
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