WisdomTree MidCap Dividend Fund shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services 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 Planning & Information Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Financial Planning & Information Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $45M | 1.1M | 40.96 |
| 2023-06-30 | $47M | 1.1M | 42.05 |
| 2023-03-31 | $44M | 1.1M | 40.98 |
| 2022-12-31 | $43M | 1.0M | 41.14 |
| 2022-09-30 | $39M | 1.0M | 37.67 |
| 2022-06-30 | $40M | 1.0M | 38.98 |
| 2022-03-31 | $45M | 1.0M | 44.42 |
| 2021-12-31 | $43M | 968k | 44.36 |
| 2021-09-30 | $39M | 930k | 41.45 |
| 2021-06-30 | $34M | 807k | 41.95 |
| 2021-03-31 | $34M | 840k | 40.42 |
| 2020-12-31 | $32M | 914k | 34.81 |
| 2020-09-30 | $27M | 930k | 28.92 |
| 2020-06-30 | $26M | 909k | 28.34 |
| 2020-03-31 | $19M | 793k | 24.16 |
| 2019-12-31 | $27M | 718k | 38.04 |
| 2019-09-30 | $26M | 703k | 36.31 |
| 2019-06-30 | $24M | 648k | 36.20 |
| 2019-03-31 | $19M | 538k | 35.79 |
| 2018-12-31 | $13M | 418k | 31.63 |
| 2018-09-30 | $8.8M | 240k | 36.88 |
| 2018-06-30 | $3.5M | 99k | 35.80 |
| 2018-03-31 | $1.8M | 54k | 34.12 |
More positions owned by Financial Planning & Information Services
View all positions for Financial Planning & Information Services
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund