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WisdomTree MidCap Dividend Fund shares owned by Aspen Investment Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Aspen Investment Management from 13F filings

Historical chart of Aspen Investment 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 Aspen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Aspen Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $492k 9.6k 51.09
2024-06-30 $455k 9.7k 46.76
2024-03-31 $476k 9.8k 48.77
2023-12-31 $438k 9.6k 45.65
2023-09-30 $393k 9.6k 40.96
2023-06-30 $413k 9.8k 42.10
2023-03-31 $402k 9.8k 40.98
2022-12-31 $404k 9.8k 41.18
2022-09-30 $370k 9.8k 37.72
2022-06-30 $382k 9.8k 38.94
2022-03-31 $426k 9.6k 44.42
2021-12-31 $434k 9.8k 44.35
2021-09-30 $406k 9.8k 41.49
2021-06-30 $410k 9.8k 41.90
2021-03-31 $396k 9.8k 40.47
2020-12-31 $341k 9.8k 34.85
2020-09-30 $283k 9.8k 28.92
2020-06-30 $277k 9.8k 28.31
2020-03-31 $236k 9.8k 24.12
2019-12-31 $1.6M 41k 38.04
2019-09-30 $1.4M 39k 36.31
2019-06-30 $1.4M 39k 36.19
2019-03-31 $1.4M 38k 35.79
2018-12-31 $1.2M 39k 31.63
2018-09-30 $1.5M 40k 36.88
2018-06-30 $1.4M 40k 35.80
2018-03-31 $1.4M 42k 34.12
2017-12-31 $1.5M 43k 35.28
2017-09-30 $1.5M 15k 99.96
2017-06-30 $1.5M 15k 97.74
2017-03-31 $1.5M 15k 97.50
2016-12-31 $1.5M 16k 94.40
2016-09-30 $1.3M 15k 90.85
2016-06-30 $1.3M 15k 89.52
2016-03-31 $1.2M 14k 86.12
2015-12-31 $1.1M 14k 80.48
2015-09-30 $1.0M 14k 77.67
2015-06-30 $938k 11k 82.66
2015-03-31 $977k 11k 86.09
2014-12-31 $1.0M 12k 83.75
2014-09-30 $943k 12k 78.26
2014-06-30 $853k 11k 81.63
2014-03-31 $805k 10k 77.11
2013-12-31 $762k 10k 74.57
2013-09-30 $700k 10k 69.52
2013-06-30 $659k 10k 65.58