XML Financial’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 |
-5,006
| Closed | -$202K | – | 229 |
|
|
2021
Q1 | $202K | Buy |
+5,006
| New | +$202K | 0.05% | 200 |
|
|
2020
Q4 | – | Sell |
-54,830
| Closed | -$1.59M | – | 215 |
|
|
2020
Q3 | $1.59M | Buy |
54,830
+7,571
| +16% | +$219K | 0.5% | 51 |
|
|
2020
Q2 | $1.34M | Buy |
47,259
+9,340
| +25% | +$265K | 0.46% | 49 |
|
|
2020
Q1 | $916K | Sell |
37,919
-5,896
| -13% | -$142K | 0.4% | 62 |
|
|
2019
Q4 | $1.67M | Buy |
+43,815
| New | +$1.67M | 0.61% | 42 |
|