Wealthcare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-273
| Closed | -$11K | – | 231 |
|
|
2021
Q1 | $11K | Buy |
+273
| New | +$11K | ﹤0.01% | 265 |
|
|
2020
Q2 | – | Sell |
-273
| Closed | -$7K | – | 100 |
|
|
2020
Q1 | $7K | Hold |
273
| – | – | ﹤0.01% | 158 |
|
|
2019
Q4 | $10K | Hold |
273
| – | – | ﹤0.01% | 188 |
|
|
2019
Q3 | $10K | Hold |
273
| – | – | ﹤0.01% | 156 |
|
|
2019
Q2 | $10K | Hold |
273
| – | – | ﹤0.01% | 146 |
|
|
2019
Q1 | $10K | Hold |
273
| – | – | ﹤0.01% | 155 |
|
|
2018
Q4 | $9K | Hold |
273
| – | – | ﹤0.01% | 153 |
|
|
2018
Q3 | $10K | Hold |
273
| – | – | ﹤0.01% | 154 |
|
|
2018
Q2 | $10K | Hold |
273
| – | – | ﹤0.01% | 149 |
|
|
2018
Q1 | $9K | Hold |
273
| – | – | ﹤0.01% | 151 |
|
|
2017
Q4 | $10K | Hold |
273
| – | – | ﹤0.01% | 137 |
|
|
2017
Q3 | $9K | Buy |
+273
| New | +$9K | ﹤0.01% | 133 |
|
|
2015
Q2 | – | Sell |
-3,480
| Closed | -$100K | – | 515 |
|
|
2015
Q1 | $100K | Buy |
+3,480
| New | +$100K | 0.01% | 155 |
|