Wolff Financial 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 |
-6,301
| Closed | -$240K | – | 79 |
|
|
2019
Q4 | $240K | Sell |
6,301
-1,264
| -17% | -$48.1K | 0.16% | 77 |
|
|
2019
Q3 | $275K | Sell |
7,565
-782
| -9% | -$28.4K | 0.2% | 69 |
|
|
2019
Q2 | $302K | Sell |
8,347
-587
| -7% | -$21.2K | 0.23% | 64 |
|
|
2019
Q1 | $320K | Buy |
8,934
+10
| +0.1% | +$358 | 0.27% | 65 |
|
|
2018
Q4 | $282K | Buy |
+8,924
| New | +$282K | 0.27% | 66 |
|