Ten Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $776K | Buy |
18,474
+1,209
| +7% | +$50.8K | 0.23% | 40 |
|
|
2023
Q1 | $708K | Sell |
17,265
-39,586
| -70% | -$1.62M | 0.23% | 39 |
|
|
2022
Q4 | $2.34M | Sell |
56,851
-195
| -0.3% | -$8.02K | 0.94% | 15 |
|
|
2022
Q3 | $2.15M | Sell |
57,046
-3,618
| -6% | -$136K | 0.98% | 19 |
|
|
2022
Q2 | $2.37M | Buy |
60,664
+1,897
| +3% | +$74K | 1.03% | 20 |
|
|
2022
Q1 | $2.61M | Sell |
58,767
-210,620
| -78% | -$9.35M | 1.09% | 19 |
|
|
2021
Q4 | $12M | Buy |
269,387
+16,060
| +6% | +$712K | 4.88% | 6 |
|
|
2021
Q3 | $10.5M | Buy |
253,327
+3,528
| +1% | +$146K | 4.91% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
249,799
+11,871
| +5% | +$498K | 2.37% | 14 |
|
|
2021
Q1 | $9.62M | Sell |
237,928
-1,371
| -0.6% | -$55.4K | 2.35% | 10 |
|
|
2020
Q4 | $8.33M | Buy |
239,299
+34,908
| +17% | +$1.22M | 2.32% | 9 |
|
|
2020
Q3 | $5.91M | Buy |
+204,391
| New | +$5.91M | 1.99% | 17 |
|