WisdomTree MidCap Dividend Fund shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $376k | 7.7k | 48.77 |
| 2023-12-31 | $344k | 7.5k | 45.69 |
| 2023-09-30 | $300k | 7.3k | 40.96 |
| 2023-06-30 | $568k | 14k | 42.05 |
| 2023-03-31 | $589k | 14k | 40.98 |
| 2022-12-31 | $607k | 15k | 41.14 |
| 2022-09-30 | $462k | 12k | 37.64 |
| 2022-06-30 | $420k | 11k | 38.95 |
| 2022-03-31 | $373k | 8.4k | 44.46 |
| 2021-12-31 | $309k | 7.0k | 44.42 |
| 2021-09-30 | $291k | 7.0k | 41.45 |
| 2021-06-30 | $311k | 7.4k | 41.99 |
| 2021-03-31 | $335k | 8.3k | 40.44 |
| 2020-12-31 | $494k | 14k | 34.84 |
| 2020-09-30 | $450k | 16k | 28.90 |
| 2020-06-30 | $447k | 16k | 28.35 |
| 2020-03-31 | $474k | 20k | 24.18 |
| 2019-12-31 | $603k | 16k | 38.01 |
| 2019-09-30 | $406k | 11k | 36.27 |
| 2019-06-30 | $426k | 12k | 36.25 |
| 2019-03-31 | $385k | 11k | 35.76 |
| 2018-12-31 | $286k | 9.0k | 31.65 |
| 2018-09-30 | $226k | 6.1k | 36.94 |
| 2018-06-30 | $56k | 1.6k | 36.01 |
| 2018-03-31 | $130k | 3.9k | 33.49 |
| 2017-12-31 | $139k | 3.9k | 35.47 |
| 2017-09-30 | $127k | 1.3k | 100.32 |
| 2017-06-30 | $122k | 1.3k | 96.98 |
| 2017-03-31 | $124k | 1.3k | 96.42 |
| 2016-12-31 | $122k | 1.3k | 95.31 |
More positions owned by Patriot Financial Group Insurance Agency
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