Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-49,227
| Closed | -$2.25M | – | 672 |
|
|
2023
Q4 | $2.25M | Buy |
49,227
+2,185
| +5% | +$99.8K | 0.13% | 202 |
|
|
2023
Q3 | $1.93M | Buy |
47,042
+41,372
| +730% | +$1.69M | 0.13% | 204 |
|
|
2023
Q2 | $238K | Buy |
+5,670
| New | +$238K | 0.02% | 567 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$2K | – | 281 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 276 |
|