Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $773K | Sell |
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|
2021
Q1 | $798K | Buy |
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|
2020
Q4 | $687K | Sell |
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|
2020
Q3 | $597K | Sell |
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|
2020
Q2 | $808K | Sell |
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|
2020
Q1 | $776K | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $500K | Sell |
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|
2018
Q4 | $2.4M | Buy |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $1.36M | Sell |
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|
2018
Q1 | $1.91M | Buy |
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|
2017
Q4 | $841K | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $702K | Buy |
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|
2016
Q2 | $343K | Hold |
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|
2016
Q1 | $330K | Buy |
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|
2015
Q4 | $295K | Hold |
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|
2015
Q3 | $284K | Buy |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $193K | Buy |
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|
2014
Q4 | $179K | Sell |
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|
2014
Q3 | $286K | Buy |
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