Ruggie Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,430
| Closed | -$233K | – | 46 |
|
|
2019
Q3 | $233K | Buy |
+6,430
| New | +$233K | 0.31% | 70 |
|
|
2018
Q3 | – | Sell |
-2,025
| Closed | -$72K | – | 254 |
|
|
2018
Q2 | $72K | Hold |
2,025
| – | – | 0.04% | 156 |
|
|
2018
Q1 | $69K | Hold |
2,025
| – | – | 0.04% | 125 |
|
|
2017
Q4 | $71K | Hold |
2,025
| – | – | 0.05% | 121 |
|
|
2017
Q3 | $67K | Sell |
2,025
-960
| -32% | -$31.8K | 0.04% | 110 |
|
|
2017
Q2 | $97K | Buy |
2,985
+960
| +47% | +$31.2K | 0.07% | 97 |
|
|
2017
Q1 | $66K | Buy |
+2,025
| New | +$66K | 0.05% | 100 |
|
|
2016
Q4 | – | Sell |
-2,025
| Closed | -$61K | – | 154 |
|
|
2016
Q3 | $61K | Buy |
+2,025
| New | +$61K | 0.05% | 76 |
|