Simplicity Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-354,796
| Closed | -$12.4M | – | 589 |
|
|
2020
Q4 | $12.4M | Buy |
354,796
+38,320
| +12% | +$1.33M | 0.18% | 124 |
|
|
2020
Q3 | $9.15M | Sell |
316,476
-86,710
| -22% | -$2.51M | 0.17% | 119 |
|
|
2020
Q2 | $11.4M | Buy |
403,186
+209,771
| +108% | +$5.94M | 0.23% | 93 |
|
|
2020
Q1 | $4.67M | Sell |
193,415
-149,657
| -44% | -$3.62M | 0.14% | 120 |
|
|
2019
Q4 | $13.1M | Buy |
343,072
+203,757
| +146% | +$7.75M | 0.4% | 51 |
|
|
2019
Q3 | $5.06M | Buy |
139,315
+81,943
| +143% | +$2.98M | 0.21% | 81 |
|
|
2019
Q2 | $2.08M | Buy |
57,372
+34,977
| +156% | +$1.27M | 0.09% | 156 |
|
|
2019
Q1 | $801K | Buy |
+22,395
| New | +$801K | 0.05% | 290 |
|