Northstar Wealth Partners’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
Q3
$791K Hold
27,379
0.37% 74
2020
Q2
$775K Buy
27,379
+18,860
+221% +$534K 0.32% 81
2020
Q1
$205K Buy
8,519
+2,640
+45% +$63.5K 0.1% 151
2019
Q4
$223K Hold
5,879
0.09% 171
2019
Q3
$213K Buy
+5,879
New +$213K 0.09% 169