Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,082
| Closed | -$57K | – | 306 |
|
|
2014
Q2 | $57K | Buy |
2,082
+3
| +0.1% | +$82 | 0.03% | 348 |
|
|
2014
Q1 | $53K | Buy |
2,079
+909
| +78% | +$23.2K | 0.02% | 319 |
|
|
2013
Q4 | $29K | Buy |
1,170
+600
| +105% | +$14.9K | 0.01% | 409 |
|
|
2013
Q3 | $13K | Buy |
570
+360
| +171% | +$8.21K | 0.01% | 586 |
|
|
2013
Q2 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 724 |
|