WealthBridge Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,956
| Closed | -$265K | – | 122 |
|
|
2019
Q4 | $265K | Buy |
6,956
+1,325
| +24% | +$50.5K | 0.17% | 101 |
|
|
2019
Q3 | $204K | Sell |
5,631
-738
| -12% | -$26.7K | 0.15% | 110 |
|
|
2019
Q2 | $201K | Buy |
6,369
+750
| +13% | +$23.7K | 0.18% | 98 |
|
|
2019
Q1 | $202K | Sell |
5,619
-750
| -12% | -$27K | 0.13% | 107 |
|
|
2018
Q4 | $201K | Buy |
+6,369
| New | +$201K | 0.15% | 98 |
|