UMB Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,600
| Closed | -$208K | – | 337 |
|
|
2016
Q4 | $208K | Sell |
6,600
-1,341
| -17% | -$42.3K | 0.01% | 319 |
|
|
2016
Q3 | $241K | Hold |
7,941
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $237K | Hold |
7,941
| – | – | 0.01% | 310 |
|
|
2016
Q1 | $228K | Sell |
7,941
-147
| -2% | -$4.22K | 0.01% | 320 |
|
|
2015
Q4 | $217K | Buy |
+8,088
| New | +$217K | 0.01% | 325 |
|