Oakworth Capital’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 | – | Sell |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $220K | Hold |
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|
2020
Q3 | $183K | Hold |
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|
2020
Q2 | $179K | Sell |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $301K | Hold |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $286K | Hold |
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|
2017
Q4 | $292K | Buy |
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|
2017
Q3 | $269K | Hold |
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|
2017
Q2 | $271K | Hold |
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|
2017
Q1 | $271K | Sell |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $252K | Hold |
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|
2016
Q2 | $244K | Hold |
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|
2016
Q1 | $239K | Hold |
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|
2015
Q4 | $223K | Buy |
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