US Financial 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-1,215
| Closed | -$35K | – | 125 |
|
2016
Q1 | $35K | Hold |
1,215
| – | – | 0.06% | 106 |
|
2015
Q4 | $33K | Hold |
1,215
| – | – | 0.03% | 184 |
|
2015
Q3 | $31K | Hold |
1,215
| – | – | 0.05% | 161 |
|
2015
Q2 | $33K | Hold |
1,215
| – | – | 0.03% | 137 |
|
2015
Q1 | $35K | Hold |
1,215
| – | – | 0.03% | 142 |
|
2014
Q4 | $34K | Buy |
+1,215
| New | +$34K | 0.03% | 136 |
|