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WisdomTree MidCap Dividend Fund shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 493k 48.77
2023-12-31 $22M 488k 45.69
2023-09-30 $20M 490k 40.96
2023-06-30 $20M 484k 42.05
2023-03-31 $20M 478k 40.98
2022-12-31 $19M 467k 41.14
2022-09-30 $16M 435k 37.67
2022-06-30 $16M 404k 38.98
2022-03-31 $17M 371k 44.42
2021-12-31 $16M 360k 44.36
2021-09-30 $14M 342k 41.45
2021-06-30 $14M 335k 41.95
2021-03-31 $14M 342k 40.42
2020-12-31 $12M 343k 34.81
2020-09-30 $9.6M 331k 28.92
2020-06-30 $8.6M 304k 28.34
2020-03-31 $5.7M 235k 24.16
2019-12-31 $10M 270k 38.04