WisdomTree MidCap Dividend Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 84k | 45.69 |
| 2023-09-30 | $3.4M | 84k | 40.96 |
| 2023-06-30 | $3.5M | 83k | 42.05 |
| 2023-03-31 | $3.5M | 86k | 40.98 |
| 2022-12-31 | $3.5M | 86k | 41.14 |
| 2022-09-30 | $3.2M | 86k | 37.67 |
| 2022-06-30 | $2.7M | 70k | 38.98 |
| 2022-03-31 | $2.7M | 60k | 44.43 |
| 2021-12-31 | $3.4M | 76k | 44.36 |
| 2021-09-30 | $3.1M | 76k | 41.45 |
| 2021-06-30 | $3.3M | 79k | 41.96 |
| 2021-03-31 | $3.4M | 85k | 40.42 |
| 2020-12-31 | $3.9M | 112k | 34.81 |
| 2020-09-30 | $3.3M | 115k | 29.07 |
| 2020-06-30 | $5.1M | 181k | 28.12 |
| 2020-03-31 | $26M | 1.1M | 22.75 |
| 2019-12-31 | $60M | 1.6M | 37.87 |
| 2019-09-30 | $56M | 1.5M | 36.31 |
| 2019-06-30 | $57M | 1.6M | 36.20 |
| 2019-03-31 | $54M | 1.5M | 35.79 |
| 2018-12-31 | $558k | 18k | 31.61 |
| 2018-09-30 | $614k | 17k | 36.87 |
| 2018-06-30 | $634k | 18k | 35.81 |
| 2018-03-31 | $440k | 13k | 33.38 |
| 2017-12-31 | $596k | 17k | 35.30 |
| 2017-09-30 | $525k | 5.3k | 99.98 |
| 2017-06-30 | $2.0k | 21 | 95.24 |
| 2016-12-31 | $2.0k | 21 | 95.24 |
More positions owned by Captrust Financial Advisors
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