Wisconsin 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
Q2 | – | Sell |
-12,043
| Closed | -$291K | – | 46 |
|
|
2020
Q1 | $291K | Hold |
12,043
| – | – | 0.19% | 43 |
|
|
2019
Q4 | $458K | Buy |
+12,043
| New | +$458K | 0.22% | 53 |
|
|
2014
Q4 | $1.2M | Buy |
43,014
+225
| +0.5% | +$6.28K | 0.43% | 63 |
|
|
2014
Q3 | $1.12M | Sell |
42,789
-411
| -1% | -$10.7K | 0.41% | 62 |
|
|
2014
Q2 | $1.18M | Buy |
43,200
+150
| +0.3% | +$4.08K | 0.43% | 63 |
|
|
2014
Q1 | $1.11M | Buy |
43,050
+1,770
| +4% | +$45.5K | 0.42% | 62 |
|
|
2013
Q4 | $1.03M | Buy |
41,280
+1,050
| +3% | +$26.1K | 0.4% | 60 |
|
|
2013
Q3 | $932K | Sell |
40,230
-540
| -1% | -$12.5K | 0.4% | 61 |
|
|
2013
Q2 | $891K | Buy |
+40,770
| New | +$891K | 0.38% | 59 |
|