WisdomTree MidCap Dividend Fund shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 57k | 51.13 |
| 2024-06-30 | $2.5M | 53k | 46.77 |
| 2024-03-31 | $2.5M | 52k | 48.77 |
| 2023-12-31 | $2.3M | 50k | 45.69 |
| 2023-09-30 | $2.5M | 61k | 40.96 |
| 2023-06-30 | $2.6M | 62k | 42.05 |
| 2023-03-31 | $2.4M | 60k | 40.98 |
| 2022-12-31 | $2.4M | 57k | 41.14 |
| 2022-09-30 | $1.7M | 45k | 37.68 |
| 2022-06-30 | $1.8M | 45k | 39.04 |
| 2022-03-31 | $2.5M | 56k | 44.42 |
| 2021-12-31 | $1.6M | 37k | 44.35 |
| 2021-09-30 | $1.5M | 37k | 41.45 |
| 2021-06-30 | $817k | 20k | 41.94 |
| 2021-03-31 | $300k | 7.4k | 40.56 |
| 2020-12-31 | $248k | 7.1k | 34.87 |
| 2020-09-30 | $232k | 8.0k | 28.96 |
| 2020-06-30 | $226k | 8.0k | 28.25 |
| 2020-03-31 | $252k | 11k | 23.83 |
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