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
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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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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 |
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