Surevest’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 |
-13,076
| Closed | -$316K | – | 85 |
|
|
2020
Q1 | $316K | Sell |
13,076
-87,658
| -87% | -$2.12M | 0.17% | 82 |
|
|
2019
Q4 | $3.83M | Sell |
100,734
-13,492
| -12% | -$513K | 1.64% | 10 |
|
|
2019
Q3 | $4.15M | Buy |
114,226
+1,027
| +0.9% | +$37.3K | 2.04% | 8 |
|
|
2019
Q2 | $4.1M | Buy |
113,199
+21,417
| +23% | +$775K | 2.13% | 8 |
|
|
2019
Q1 | $3.29M | Buy |
91,782
+5,115
| +6% | +$183K | 2.02% | 10 |
|
|
2018
Q4 | $2.74M | Buy |
+86,667
| New | +$2.74M | 2.16% | 12 |
|