Paracle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $23.9M | Buy |
590,197
+8,058
| +1% | +$326K | 4.33% | 8 |
|
|
2020
Q4 | $20.3M | Buy |
582,139
+41,116
| +8% | +$1.43M | 3.87% | 9 |
|
|
2020
Q3 | $15.6M | Buy |
541,023
+22,250
| +4% | +$643K | 3.38% | 11 |
|
|
2020
Q2 | $14.7M | Buy |
518,773
+87,594
| +20% | +$2.48M | 3.43% | 11 |
|
|
2020
Q1 | $10.4M | Buy |
431,179
+4,465
| +1% | +$108K | 2.82% | 12 |
|
|
2019
Q4 | $16.2M | Buy |
426,714
+23,385
| +6% | +$890K | 3.78% | 11 |
|
|
2019
Q3 | $14.6M | Buy |
403,329
+57,108
| +16% | +$2.07M | 3.55% | 11 |
|
|
2019
Q2 | $12.5M | Buy |
346,221
+53,078
| +18% | +$1.92M | 3.09% | 12 |
|
|
2019
Q1 | $10.5M | Buy |
293,143
+77,707
| +36% | +$2.78M | 2.73% | 13 |
|
|
2018
Q4 | $6.81M | Buy |
215,436
+89,115
| +71% | +$2.82M | 1.98% | 14 |
|
|
2018
Q3 | $4.66M | Buy |
126,321
+118,195
| +1,455% | +$4.36M | 1.38% | 14 |
|
|
2018
Q2 | $290K | Buy |
+8,126
| New | +$290K | 0.09% | 43 |
|