Smart Money 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
Q2 | – | Sell |
-13,876
| Closed | -$335K | – | 84 |
|
|
2020
Q1 | $335K | Sell |
13,876
-32,351
| -70% | -$781K | 0.24% | 63 |
|
|
2019
Q4 | $1.76M | Sell |
46,227
-7,948
| -15% | -$302K | 1.03% | 27 |
|
|
2019
Q3 | $1.97M | Buy |
54,175
+190
| +0.4% | +$6.9K | 1.58% | 18 |
|
|
2019
Q2 | $1.95M | Buy |
53,985
+4,717
| +10% | +$171K | 1.61% | 15 |
|
|
2019
Q1 | $1.76M | Buy |
+49,268
| New | +$1.76M | 1.54% | 18 |
|