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WCG Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WCG Wealth Advisors’s Portfolio DON Stock Details DON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,690
Closed -$290K – 182
2022
Q3 		$290K Buy
7,690
+2,232
+41% +$84.2K 0.04% 230
2022
Q2 		$213K Buy
+5,458
New +$213K 0.03% 255