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WisdomTree MidCap Dividend Fund shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in WisdomTree MidCap Dividend Fund

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024750k800k850k900k950k18k19k20k21k22k23k
Value ($)Share countHistorical DON position of Burns Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $941k 18k 51.13
2024-06-30 $863k 19k 46.77
2024-03-31 $911k 19k 48.77
2023-09-30 $750k 18k 40.96
2023-06-30 $957k 23k 42.05