Private Wealth Advisors (California)’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 Q4	–	Sell	-43,331	Closed	-$1.88M	–	82
2021 Q3	$1.88M	Sell	43,331 -205	-0.5%	-$8.9K	0.45%	38
2021 Q2	$1.83M	Buy	43,536 +3,194	+8%	+$134K	0.56%	35
2021 Q1	$1.63M	Buy	40,342 +8,188	+25%	+$331K	0.55%	32
2020 Q4	$1.17M	Buy	+32,154	New	+$1.17M	0.4%	37