Winslow Evans & Crocker’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $12K | Sell |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $10.2K | Hold |
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|
2017
Q4 | $10.6K | Hold |
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|
2017
Q3 | $10K | Sell |
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|
2017
Q2 | $32.3K | Hold |
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|
2017
Q1 | $32.2K | Hold |
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|
2016
Q4 | $31.1K | Sell |
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|
2016
Q3 | $36.4K | Buy |
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|
2016
Q2 | $8.95K | Hold |
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|
2016
Q1 | $8.61K | Hold |
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|
2015
Q4 | $8.05K | Hold |
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|
2015
Q3 | $7.77K | Buy |
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