WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $132K | Sell |
4,044
-165
| -4% | -$5.39K | 0.03% | 465 |
|
|
2017
Q1 | $137K | Sell |
4,209
-1,353
| -24% | -$44K | 0.04% | 407 |
|
|
2016
Q4 | $175K | Sell |
5,562
-1,248
| -18% | -$39.3K | 0.04% | 410 |
|
|
2016
Q3 | $206K | Sell |
6,810
-579
| -8% | -$17.5K | 0.05% | 365 |
|
|
2016
Q2 | $220K | Buy |
7,389
+18
| +0.2% | +$536 | 0.06% | 313 |
|
|
2016
Q1 | $212K | Sell |
7,371
-141
| -2% | -$4.06K | 0.06% | 287 |
|
|
2015
Q4 | $202K | Sell |
7,512
-690
| -8% | -$18.6K | 0.06% | 285 |
|
|
2015
Q3 | $212K | Buy |
8,202
+18
| +0.2% | +$465 | 0.07% | 278 |
|
|
2015
Q2 | $225K | Buy |
8,184
+2,505
| +44% | +$68.9K | 0.06% | 313 |
|
|
2015
Q1 | $163K | Sell |
5,679
-360
| -6% | -$10.3K | 0.05% | 405 |
|
|
2014
Q4 | $169K | Sell |
6,039
-300
| -5% | -$8.4K | 0.03% | 479 |
|
|
2014
Q3 | $165K | Hold |
6,339
| – | – | 0.03% | 499 |
|
|
2014
Q2 | $173K | Sell |
6,339
-675
| -10% | -$18.4K | 0.03% | 483 |
|
|
2014
Q1 | $180K | Sell |
7,014
-54
| -0.8% | -$1.39K | 0.04% | 459 |
|
|
2013
Q4 | $176K | Buy |
7,068
+1,050
| +17% | +$26.1K | 0.03% | 563 |
|
|
2013
Q3 | $139K | Hold |
6,018
| – | – | 0.02% | 596 |
|
|
2013
Q2 | $131K | Buy |
+6,018
| New | +$131K | 0.02% | 577 |
|