Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,249
| Closed | -$45K | – | 985 |
|
|
2019
Q2 | $45K | Buy |
1,249
+9
| +0.7% | +$324 | 0.01% | 525 |
|
|
2019
Q1 | $44K | Buy |
1,240
+4
| +0.3% | +$142 | 0.01% | 532 |
|
|
2018
Q4 | $39K | Buy |
1,236
+9
| +0.7% | +$284 | 0.01% | 504 |
|
|
2018
Q3 | $45K | Buy |
1,227
+9
| +0.7% | +$330 | 0.01% | 547 |
|
|
2018
Q2 | $44K | Buy |
1,218
+6
| +0.5% | +$217 | 0.01% | 554 |
|
|
2018
Q1 | $41K | Buy |
+1,212
| New | +$41K | 0.01% | 556 |
|