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WisdomTree MidCap Dividend Fund shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in WisdomTree MidCap Dividend Fund

20142016201820202022202405M10M0100k200k300k
Value ($)Share countHistorical DON position of Beacon Financial Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree MidCap Dividend Fund held by Beacon 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $5.5M 112k 49.52
2024-12-31 $6.4M 125k 50.97
2024-09-30 $6.9M 136k 51.13
2024-06-30 $6.5M 139k 46.77
2024-03-31 $7.4M 151k 48.77
2023-12-31 $7.6M 167k 45.69
2023-09-30 $7.0M 163k 42.89
2023-06-30 $11M 250k 41.87
2023-03-31 $11M 261k 40.64
2022-12-31 $11M 271k 41.26
2022-09-30 $10M 273k 37.90
2022-06-30 $11M 273k 39.56
2022-03-31 $13M 278k 44.96
2021-12-31 $13M 282k 44.52
2021-09-30 $12M 283k 40.98
2021-06-30 $12M 283k 41.08
2021-03-31 $11M 289k 36.79
2020-12-31 $11M 289k 36.79
2020-09-30 $8.5M 296k 28.92
2020-06-30 $6.6M 236k 27.98
2020-03-31 $5.8M 236k 24.66
2019-12-31 $9.1M 238k 38.04
2019-09-30 $8.3M 231k 36.15
2019-06-30 $8.3M 229k 36.20
2019-03-31 $8.2M 228k 35.79
2018-12-31 $400k 15k 25.90
2018-09-30 $8.7M 235k 36.88
2018-06-30 $8.6M 240k 35.80
2018-03-31 $7.8M 230k 34.12
2017-12-31 $7.1M 203k 35.28
2017-09-30 $6.6M 66k 99.96
2017-06-30 $6.5M 66k 97.41
2017-03-31 $6.3M 65k 97.39
2016-12-31 $6.1M 64k 94.37
2016-09-30 $5.7M 63k 90.51
2016-06-30 $5.5M 62k 88.17
2016-03-31 $5.3M 62k 85.90
2015-12-31 $5.0M 62k 80.99
2015-09-30 $4.3M 57k 76.57
2015-06-30 $4.5M 55k 82.42
2015-03-31 $4.2M 48k 86.49
2014-12-31 $3.0M 36k 84.62
2014-09-30 $2.8M 35k 78.66
2014-06-30 $2.7M 34k 81.36
2014-03-31 $2.5M 33k 76.04
2013-12-31 $2.3M 31k 74.39
2013-09-30 $2.0M 28k 69.68

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Growth Etf (VUG)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Exxon Mobil Corporation (XOM)

View all positions for Beacon Financial

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