SEI Investments’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-6,026
| Closed | -$216K | – | 2694 |
|
2018
Q2 | $216K | Buy |
6,026
+2,267
| +60% | +$81.3K | ﹤0.01% | 2035 |
|
2018
Q1 | $128K | Sell |
3,759
-149
| -4% | -$5.07K | ﹤0.01% | 2045 |
|
2017
Q4 | $138K | Buy |
3,908
+1,364
| +54% | +$48.2K | ﹤0.01% | 2031 |
|
2017
Q3 | $85K | Buy |
2,544
+2,454
| +2,727% | +$82K | ﹤0.01% | 2130 |
|
2017
Q2 | $3K | Buy |
90
+36
| +67% | +$1.2K | ﹤0.01% | 2802 |
|
2017
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 2700 |
|
2015
Q2 | – | Sell |
-381
| Closed | -$11K | – | 2279 |
|
2015
Q1 | $11K | Buy |
+381
| New | +$11K | ﹤0.01% | 1894 |
|