U.S. 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,255
| Closed | -$354K | – | 678 |
|
|
2024
Q1 | $354K | Hold |
7,255
| – | – | 0.01% | 530 |
|
|
2023
Q4 | $331K | Sell |
7,255
-1,043
| -13% | -$47.7K | 0.01% | 534 |
|
|
2023
Q3 | $340K | Sell |
8,298
-345
| -4% | -$14.1K | 0.02% | 499 |
|
|
2023
Q2 | $363K | Hold |
8,643
| – | – | 0.02% | 495 |
|
|
2023
Q1 | $354K | Buy |
8,643
+8,343
| +2,781% | +$342K | 0.02% | 501 |
|
|
2022
Q4 | $12.3K | Buy |
+300
| New | +$12.3K | ﹤0.01% | 1223 |
|