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
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 4.6k | 52.30 |
| 2025-06-30 | $227k | 4.5k | 50.12 |
| 2025-03-31 | $224k | 4.5k | 49.52 |
| 2024-12-31 | $230k | 4.5k | 50.97 |
| 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 |
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