Riverview Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-82
| Closed | -$3.36K | – | 692 |
|
|
2023
Q1 | $3.36K | Buy |
+82
| New | +$3.36K | ﹤0.01% | 692 |
|
|
2020
Q2 | – | Sell |
-554,050
| Closed | -$13.4M | – | 263 |
|
|
2020
Q1 | $13.4M | Buy |
554,050
+6,230
| +1% | +$151K | 12.86% | 2 |
|
|
2019
Q4 | $20.8M | Buy |
547,820
+29,718
| +6% | +$1.13M | 14.02% | 1 |
|
|
2019
Q3 | $18.8M | Buy |
518,102
+297
| +0.1% | +$10.8K | 13.1% | 1 |
|
|
2019
Q2 | $18.7M | Buy |
517,805
+6,115
| +1% | +$221K | 13.17% | 1 |
|
|
2019
Q1 | $18.3M | Buy |
511,690
+7,634
| +2% | +$273K | 13.84% | 1 |
|
|
2018
Q4 | $15.9M | Buy |
+504,056
| New | +$15.9M | 12.47% | 2 |
|