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WisdomTree MidCap Dividend Fund shares owned by Berkeley

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

Historical chart of Berkeley investment in WisdomTree MidCap Dividend Fund

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025400k450k8k9k10k11k
Value ($)Share countHistorical DON position of Berkeley Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree MidCap Dividend Fund held by Berkeley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Berkeley

Quarter filed Position value Share count Share price at filing
2024-12-31 $392k 7.7k 50.97
2024-09-30 $403k 7.9k 51.13
2024-06-30 $369k 7.9k 46.77
2024-03-31 $468k 9.6k 48.77
2023-12-31 $446k 9.8k 45.69
2023-09-30 $400k 9.8k 40.96
2023-06-30 $410k 9.8k 42.05
2023-03-31 $400k 9.8k 40.98
2022-12-31 $401k 9.8k 41.14
2022-09-30 $369k 9.8k 37.67
2022-06-30 $382k 9.8k 38.98
2022-03-31 $470k 11k 44.42
2021-12-31 $490k 11k 44.36
2021-09-30 $460k 11k 41.45
2021-06-30 $465k 11k 41.95
2021-03-31 $448k 11k 40.42
2020-12-31 $384k 11k 34.81