Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,232
| Closed | -$296K | – | 620 |
|
|
2023
Q1 | $296K | Buy |
+7,232
| New | +$296K | 0.02% | 559 |
|
|
2021
Q2 | – | Sell |
-4,383
| Closed | -$189K | – | 1083 |
|
|
2021
Q1 | $189K | Sell |
4,383
-56
| -1% | -$2.42K | 0.01% | 1081 |
|
|
2020
Q4 | $155K | Sell |
4,439
-226
| -5% | -$7.89K | 0.01% | 955 |
|
|
2020
Q3 | $135K | Sell |
4,665
-2,220
| -32% | -$64.2K | 0.01% | 869 |
|
|
2020
Q2 | $195K | Sell |
6,885
-4,868
| -41% | -$138K | 0.01% | 731 |
|
|
2020
Q1 | $284K | Sell |
11,753
-3,416
| -23% | -$82.5K | 0.02% | 564 |
|
|
2019
Q4 | $577K | Sell |
15,169
-1,134
| -7% | -$43.1K | 0.04% | 408 |
|
|
2019
Q3 | $592K | Buy |
+16,303
| New | +$592K | 0.05% | 362 |
|
|
2019
Q1 | $1.12M | Sell |
31,385
-387
| -1% | -$13.8K | 0.13% | 179 |
|
|
2018
Q4 | $1.01M | Buy |
+31,772
| New | +$1.01M | 0.14% | 156 |
|