WisdomTree MidCap Dividend Fund shares owned by Calton & Associates
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $270k | 5.2k | 51.60 |
| 2025-06-30 | $285k | 5.7k | 50.12 |
| 2025-03-31 | $2.0M | 20k | 99.88 |
| 2024-12-31 | $313k | 6.1k | 50.97 |
| 2024-09-30 | $575k | 20k | 28.41 |
| 2024-06-30 | $289k | 6.2k | 46.77 |
| 2024-03-31 | $313k | 6.4k | 48.77 |
| 2023-12-31 | $291k | 6.4k | 45.69 |
| 2023-06-30 | $257k | 6.1k | 42.05 |
| 2023-03-31 | $264k | 6.4k | 40.98 |
| 2022-12-31 | $264k | 6.4k | 41.14 |
| 2022-09-30 | $231k | 6.1k | 37.62 |
| 2022-06-30 | $252k | 6.5k | 38.88 |
| 2022-03-31 | $262k | 5.9k | 44.30 |
| 2021-12-31 | $273k | 6.2k | 44.28 |
| 2021-09-30 | $254k | 6.1k | 41.33 |
| 2021-06-30 | $410k | 9.8k | 41.92 |
| 2021-03-31 | $464k | 12k | 40.45 |
| 2020-12-31 | $400k | 12k | 34.81 |
| 2020-09-30 | $318k | 11k | 28.91 |
| 2020-06-30 | $328k | 12k | 28.31 |
| 2020-03-31 | $288k | 12k | 24.13 |
| 2019-12-31 | $397k | 10k | 38.07 |
| 2019-09-30 | $365k | 10k | 36.30 |
| 2019-06-30 | $289k | 8.0k | 36.16 |
| 2019-03-31 | $272k | 7.6k | 35.81 |
| 2017-12-31 | $155k | 4.3k | 36.27 |
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