WisdomTree MidCap Dividend Fund shares owned by Berger Financial Group
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $261k | 5.1k | 51.13 |
| 2024-03-31 | $249k | 5.1k | 48.77 |
| 2022-06-30 | $239k | 6.1k | 38.96 |
| 2022-03-31 | $272k | 6.1k | 44.34 |
| 2021-12-31 | $272k | 6.1k | 44.34 |
| 2021-09-30 | $253k | 6.1k | 41.41 |
| 2021-06-30 | $248k | 5.9k | 41.96 |
| 2021-03-31 | $239k | 5.9k | 40.44 |
| 2020-12-31 | $1.4M | 39k | 34.82 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund