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 csv Download as ExcelQuarterly 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 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund