Thoroughbred Financial Services’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 |
-27,689
| Closed | -$669K | – | 226 |
|
|
2020
Q1 | $669K | Sell |
27,689
-2,068
| -7% | -$50K | 0.24% | 117 |
|
|
2019
Q4 | $1.13M | Buy |
29,757
+539
| +2% | +$20.5K | 0.38% | 81 |
|
|
2019
Q3 | $1.06M | Buy |
+29,218
| New | +$1.06M | 0.4% | 77 |
|
|
2019
Q2 | – | Sell |
-24,741
| Closed | -$885K | – | 194 |
|
|
2019
Q1 | $885K | Buy |
+24,741
| New | +$885K | 0.37% | 82 |
|