VSR 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $331K | Sell |
11,103
-50,517
| -82% | -$1.51M | 0.05% | 349 |
|
2016
Q1 | $1.77M | Sell |
61,620
-3,909
| -6% | -$112K | 0.19% | 139 |
|
2015
Q4 | $1.76M | Buy |
65,529
+1,125
| +2% | +$30.2K | 0.19% | 140 |
|
2015
Q3 | $1.67M | Sell |
64,404
-15,807
| -20% | -$409K | 0.19% | 133 |
|
2015
Q2 | $2.21M | Buy |
80,211
+2,382
| +3% | +$65.6K | 0.23% | 114 |
|
2015
Q1 | $2.23M | Buy |
77,829
+17,574
| +29% | +$504K | 0.24% | 107 |
|
2014
Q4 | $1.68M | Sell |
60,255
-5,580
| -8% | -$156K | 0.19% | 131 |
|
2014
Q3 | $1.72M | Buy |
65,835
+2,202
| +3% | +$57.5K | 0.21% | 123 |
|
2014
Q2 | $1.73M | Buy |
63,633
+7,968
| +14% | +$217K | 0.22% | 113 |
|
2014
Q1 | $1.43M | Sell |
55,665
-1,866
| -3% | -$47.9K | 0.2% | 123 |
|
2013
Q4 | $1.43M | Buy |
57,531
+7,419
| +15% | +$185K | 0.22% | 108 |
|
2013
Q3 | $1.16M | Buy |
50,112
+4,338
| +9% | +$101K | 0.2% | 122 |
|
2013
Q2 | $1M | Buy |
+45,774
| New | +$1M | 0.2% | 129 |
|