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WisdomTree MidCap Dividend Fund shares owned by Financial Advisory Service

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 125k 45.69
2023-09-30 $4.8M 118k 40.96
2023-06-30 $5.0M 119k 42.05
2023-03-31 $4.8M 117k 40.98
2022-12-31 $4.7M 114k 41.14
2022-09-30 $3.8M 101k 37.67
2022-06-30 $4.1M 104k 38.98
2022-03-31 $4.6M 103k 44.42
2021-12-31 $4.2M 96k 44.36
2021-09-30 $2.2M 52k 41.45
2021-06-30 $2.2M 52k 41.94
2021-03-31 $1.9M 46k 40.41
2020-12-31 $1.3M 39k 34.81
2020-09-30 $1.2M 40k 28.91
2020-06-30 $1.1M 40k 28.35