TCWP’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
Q3 | – | Sell |
-5,678
| Closed | -$239K | – | 121 |
|
|
2023
Q2 | $239K | Sell |
5,678
-550
| -9% | -$23.1K | 0.05% | 161 |
|
|
2023
Q1 | $255K | Sell |
6,228
-452
| -7% | -$18.5K | 0.05% | 216 |
|
|
2022
Q4 | $275K | Sell |
6,680
-161
| -2% | -$6.62K | 0.06% | 224 |
|
|
2022
Q3 | $257K | Sell |
6,841
-5,552
| -45% | -$209K | 0.05% | 228 |
|
|
2022
Q2 | $483K | Sell |
12,393
-2,257
| -15% | -$88K | 0.1% | 142 |
|
|
2022
Q1 | $650K | Sell |
14,650
-12,578
| -46% | -$558K | 0.12% | 125 |
|
|
2021
Q4 | $1.21M | Buy |
+27,228
| New | +$1.21M | 0.24% | 96 |
|