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WisdomTree MidCap Dividend Fund shares owned by Well Done

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Well Done from 13F filings

Historical chart of Well Done investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Well Done

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 41k 48.77
2023-12-31 $1.9M 41k 45.69
2023-09-30 $1.7M 42k 40.96
2023-06-30 $1.8M 42k 42.05
2023-03-31 $1.7M 42k 40.98
2022-12-31 $1.7M 42k 41.14
2022-09-30 $1.7M 45k 37.68
2022-06-30 $1.7M 44k 38.97
2022-03-31 $2.0M 44k 44.41
2021-12-31 $2.2M 49k 44.36
2021-09-30 $2.1M 50k 41.46
2021-06-30 $2.2M 53k 41.94
2021-03-31 $2.2M 54k 40.42
2020-12-31 $1.9M 55k 34.80
2020-09-30 $1.6M 56k 28.92
2020-06-30 $1.7M 58k 28.34
2020-03-31 $2.2M 90k 24.16
2019-12-31 $3.7M 98k 38.04
2019-09-30 $3.6M 98k 36.31
2019-06-30 $3.6M 100k 36.20
2019-03-31 $3.5M 99k 35.79
2018-12-31 $3.1M 99k 31.63
2018-09-30 $4.1M 112k 36.88
2018-06-30 $4.0M 112k 35.80
2018-03-31 $4.0M 118k 34.12
2017-12-31 $4.3M 122k 35.29
2017-09-30 $4.4M 44k 99.96
2017-06-30 $4.3M 44k 97.75
2017-03-31 $4.6M 47k 97.53
2016-12-31 $4.4M 46k 94.37
2016-09-30 $4.1M 45k 90.87
2016-06-30 $4.1M 46k 89.49
2016-03-31 $3.9M 45k 86.11
2015-12-31 $3.7M 46k 80.51

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Voxx Intl Corp Cl A (VOXX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Gentex Corporation (GNTX)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Abbvie (ABBV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Ishares New (IAU)

View all positions for Well Done

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund