WisdomTree MidCap Dividend Fund shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by JFS Wealth Advisors 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.2M | 113k | 45.69 |
| 2023-09-30 | $4.7M | 114k | 40.96 |
| 2023-06-30 | $5.0M | 119k | 42.05 |
| 2023-03-31 | $5.3M | 129k | 40.98 |
| 2022-12-31 | $5.4M | 131k | 41.14 |
| 2022-09-30 | $4.9M | 129k | 37.67 |
| 2022-06-30 | $5.0M | 129k | 38.98 |
| 2022-03-31 | $5.7M | 128k | 44.42 |
| 2021-12-31 | $6.1M | 137k | 44.36 |
| 2021-09-30 | $5.8M | 140k | 41.45 |
| 2021-06-30 | $6.7M | 161k | 41.95 |
| 2021-03-31 | $6.3M | 156k | 40.42 |
| 2020-12-31 | $7.2M | 207k | 34.81 |
| 2020-09-30 | $6.1M | 212k | 28.92 |
| 2020-06-30 | $6.3M | 224k | 28.34 |
| 2020-03-31 | $6.1M | 254k | 24.16 |
| 2019-12-31 | $9.2M | 242k | 38.04 |
| 2019-09-30 | $9.3M | 256k | 36.31 |
| 2019-06-30 | $9.2M | 254k | 36.20 |
| 2019-03-31 | $9.0M | 251k | 35.79 |
| 2018-12-31 | $7.6M | 240k | 31.63 |
| 2018-09-30 | $8.8M | 239k | 36.88 |
| 2018-06-30 | $8.4M | 235k | 35.80 |
| 2018-03-31 | $8.1M | 236k | 34.12 |
| 2017-12-31 | $7.6M | 214k | 35.28 |
| 2017-09-30 | $6.5M | 65k | 99.95 |
| 2017-06-30 | $5.9M | 61k | 97.75 |
| 2017-03-31 | $4.0M | 42k | 94.38 |
| 2016-12-31 | $4.0M | 42k | 94.38 |
| 2016-09-30 | $2.5M | 28k | 90.89 |
| 2016-06-30 | $846k | 9.5k | 89.50 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund