Personal Cfo Solutions »

WisdomTree MidCap Dividend Fund shares owned by Personal Cfo Solutions

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Personal Cfo Solutions from 13F filings

Historical chart of Personal Cfo Solutions investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $399k 9.7k 40.96
2023-06-30 $423k 10k 42.05
2023-03-31 $392k 9.6k 40.98
2022-12-31 $346k 8.4k 41.14
2022-09-30 $262k 7.0k 37.60
2022-06-30 $273k 7.0k 39.02
2022-03-31 $286k 6.4k 44.47
2021-12-31 $286k 6.5k 44.33
2021-09-30 $264k 6.4k 41.41
2021-06-30 $267k 6.4k 41.88
2021-03-31 $279k 6.9k 40.41
2020-12-31 $240k 6.9k 34.76
2020-09-30 $0 8.9k 0.00
2020-06-30 $1.2M 43k 28.33
2020-03-31 $937k 39k 24.17
2019-12-31 $1.8M 46k 38.34
2019-09-30 $953k 26k 36.29