WisdomTree MidCap Dividend Fund shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $836k | 16k | 51.11 |
| 2024-06-30 | $768k | 16k | 46.78 |
| 2024-03-31 | $858k | 18k | 48.74 |
| 2023-12-31 | $807k | 18k | 45.67 |
| 2023-09-30 | $798k | 20k | 40.97 |
| 2023-06-30 | $653k | 16k | 42.06 |
| 2023-03-31 | $3.8M | 92k | 40.98 |
| 2022-12-31 | $2.0M | 48k | 41.14 |
| 2022-09-30 | $1.7M | 44k | 37.66 |
| 2022-06-30 | $1.6M | 41k | 38.98 |
| 2022-03-31 | $1.9M | 43k | 44.41 |
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