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Stokes Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Stokes Capital Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,051
Closed -$514K – 91
2018
Q1 		$514K Sell
15,051
-2,151
-13% -$73.5K 0.34% 73
2017
Q4 		$607K Buy
+17,202
New +$607K 0.41% 70