WisdomTree MidCap Dividend Fund shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 25k | 52.30 |
| 2025-06-30 | $1.2M | 25k | 50.12 |
| 2025-03-31 | $284k | 5.7k | 49.53 |
| 2024-03-31 | $1.2M | 25k | 48.77 |
| 2023-12-31 | $1.2M | 25k | 45.69 |
| 2023-09-30 | $1.1M | 27k | 40.96 |
| 2023-06-30 | $1.2M | 28k | 42.05 |
| 2023-03-31 | $1.2M | 30k | 40.98 |
| 2022-12-31 | $1.3M | 32k | 41.14 |
| 2022-09-30 | $1.1M | 30k | 37.68 |
| 2022-06-30 | $1.4M | 37k | 38.97 |
| 2022-03-31 | $1.7M | 38k | 44.41 |
| 2021-12-31 | $1.7M | 39k | 44.37 |
| 2021-09-30 | $4.5M | 109k | 41.45 |
| 2021-06-30 | $5.0M | 120k | 41.95 |
| 2021-03-31 | $4.8M | 119k | 40.41 |
| 2020-12-31 | $4.1M | 117k | 34.80 |
Top funds holding WisdomTree MidCap Dividend Fund
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