WisdomTree MidCap Dividend Fund shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Evermay Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $111k | 2.4k | 45.71 |
2023-09-30 | $117k | 2.9k | 40.96 |
2023-06-30 | $81k | 1.9k | 42.05 |
2023-03-31 | $79k | 1.9k | 40.98 |
2022-12-31 | $80k | 1.9k | 41.14 |
2022-09-30 | $73k | 1.9k | 37.73 |
2022-06-30 | $75k | 1.9k | 38.76 |
2022-03-31 | $86k | 1.9k | 44.44 |
2021-12-31 | $86k | 1.9k | 44.44 |
2021-09-30 | $81k | 1.9k | 41.86 |
2021-06-30 | $81k | 1.9k | 41.86 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund