Shelton Capital Management’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
Q4 | – | Sell |
-7,964
| Closed | -$294K | – | 820 |
|
|
2018
Q3 | $294K | Sell |
7,964
-488
| -6% | -$18K | 0.02% | 606 |
|
|
2018
Q2 | $303K | Sell |
8,452
-5,310
| -39% | -$190K | 0.02% | 556 |
|
|
2018
Q1 | $470K | Buy |
13,762
+983
| +8% | +$33.6K | 0.03% | 371 |
|
|
2017
Q4 | $451K | Buy |
12,779
+860
| +7% | +$30.4K | 0.03% | 405 |
|
|
2017
Q3 | $397K | Sell |
11,919
-1,323
| -10% | -$44.1K | 0.03% | 443 |
|
|
2017
Q2 | $431K | Buy |
13,242
+6,750
| +104% | +$220K | 0.03% | 410 |
|
|
2017
Q1 | $211K | Buy |
+6,492
| New | +$211K | 0.01% | 773 |
|