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WisdomTree MidCap Dividend Fund shares owned by Apexium Financial

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

Historical chart of Apexium Financial investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Apexium Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 23k 51.13
2024-06-30 $1.1M 23k 46.77
2024-03-31 $1.2M 24k 48.77
2023-12-31 $1.2M 26k 45.69
2023-09-30 $1.2M 30k 40.96
2023-06-30 $1.3M 32k 42.05
2023-03-31 $1.4M 33k 40.98
2022-12-31 $1.4M 33k 41.14
2022-09-30 $1.4M 38k 37.66
2020-03-31 $1.7M 71k 24.16
2019-12-31 $3.6M 96k 38.04
2018-12-31 $483k 15k 31.60