Planning Capital Management Corporation’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
2024
Q1
Sell
-485
Closed -$22.2K 659
2023
Q4
$22.2K Buy
+485
New +$22.2K 0.02% 273