OPWM
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Oak Point Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Oak Point Wealth Management’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$1.27M Sell
37,847
-12,415
-25% -$415K 1.29% 24
2017
Q4 		$1.78M Buy
+50,262
New +$1.78M 1.75% 15