Titus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $293K | Sell |
7,511
-339
| -4% | -$13.2K | 0.15% | 112 |
|
|
2022
Q1 | $349K | Sell |
7,850
-618
| -7% | -$27.5K | 0.16% | 103 |
|
|
2021
Q4 | $376K | Buy |
8,468
+1,384
| +20% | +$61.5K | 0.17% | 97 |
|
|
2021
Q3 | $290K | Buy |
+7,084
| New | +$290K | 0.15% | 112 |
|
|
2020
Q1 | – | Sell |
-9,324
| Closed | -$355K | – | 103 |
|
|
2019
Q4 | $355K | Sell |
9,324
-783
| -8% | -$29.8K | 0.36% | 66 |
|
|
2019
Q3 | $367K | Sell |
10,107
-1,131
| -10% | -$41.1K | 0.34% | 56 |
|
|
2019
Q2 | $407K | Sell |
11,238
-3,723
| -25% | -$135K | 0.4% | 50 |
|
|
2019
Q1 | $535 | Buy |
14,961
+3,566
| +31% | +$128 | 0.47% | 41 |
|
|
2018
Q4 | $360 | Buy |
11,395
+3,735
| +49% | +$118 | 0.31% | 56 |
|
|
2018
Q3 | $283K | Sell |
7,660
-442
| -5% | -$16.3K | 0.24% | 70 |
|
|
2018
Q2 | $290K | Buy |
8,102
+1,635
| +25% | +$58.5K | 0.31% | 62 |
|
|
2018
Q1 | $243K | Buy |
+6,467
| New | +$243K | 0.23% | 68 |
|