WisdomTree MidCap Dividend Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree MidCap Dividend Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 212k | 51.13 |
| 2024-06-30 | $32M | 676k | 46.77 |
| 2024-03-31 | $33M | 667k | 48.77 |
| 2023-12-31 | $36M | 786k | 45.43 |
| 2023-09-30 | $32M | 775k | 40.96 |
| 2023-06-30 | $31M | 736k | 42.05 |
| 2023-03-31 | $28M | 676k | 40.98 |
| 2022-12-31 | $26M | 640k | 41.14 |
| 2022-09-30 | $24M | 645k | 37.67 |
| 2022-06-30 | $41M | 1.0M | 38.98 |
| 2022-03-31 | $29M | 653k | 44.42 |
| 2021-12-31 | $28M | 627k | 44.36 |
| 2021-09-30 | $23M | 560k | 41.45 |
| 2021-06-30 | $20M | 480k | 41.95 |
| 2021-03-31 | $17M | 420k | 40.42 |
| 2020-12-31 | $13M | 373k | 34.81 |
| 2020-09-30 | $9.5M | 327k | 28.92 |
| 2020-06-30 | $12M | 419k | 28.34 |
| 2020-03-31 | $4.9M | 204k | 24.16 |
| 2019-12-31 | $13M | 352k | 38.04 |
| 2019-09-30 | $5.3M | 145k | 36.31 |
| 2019-06-30 | $2.2M | 61k | 36.20 |
| 2019-03-31 | $1.1M | 30k | 35.79 |
| 2018-09-30 | $253k | 6.9k | 36.87 |
| 2017-12-31 | $266k | 7.5k | 35.31 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund