Opes Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.52M | Sell |
47,909
-5,667
| -11% | -$179K | 1.08% | 23 |
|
|
2018
Q3 | $1.98M | Sell |
53,576
-2,529
| -5% | -$93.3K | 1.44% | 19 |
|
|
2018
Q2 | $2.01M | Sell |
56,105
-1,135
| -2% | -$40.6K | 1.47% | 18 |
|
|
2018
Q1 | $1.95M | Buy |
57,240
+1,499
| +3% | +$51.1K | 1.58% | 16 |
|
|
2017
Q4 | $1.97M | Buy |
55,741
+1,585
| +3% | +$55.9K | 1.4% | 18 |
|
|
2017
Q3 | $1.8M | Buy |
54,156
+2,484
| +5% | +$82.7K | 1.15% | 23 |
|
|
2017
Q2 | $1.7M | Buy |
51,672
+2,733
| +6% | +$89.9K | 1.05% | 23 |
|
|
2017
Q1 | $1.59M | Buy |
48,939
+10,176
| +26% | +$331K | 1.12% | 22 |
|
|
2016
Q4 | $1.22M | Buy |
+38,763
| New | +$1.22M | 1.25% | 20 |
|