San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-364
| Closed | -$10K | – | 675 |
|
|
2020
Q2 | $10K | Hold |
364
| – | – | 0.01% | 478 |
|
|
2020
Q1 | $9K | Hold |
364
| – | – | 0.01% | 486 |
|
|
2019
Q4 | $14K | Hold |
364
| – | – | 0.01% | 518 |
|
|
2019
Q3 | $13K | Hold |
364
| – | – | 0.01% | 517 |
|
|
2019
Q2 | $13K | Hold |
364
| – | – | 0.01% | 514 |
|
|
2019
Q1 | $13K | Buy |
+364
| New | +$13K | 0.01% | 530 |
|