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WisdomTree MidCap Dividend Fund shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 41k 46.78
2023-12-31 $1.9M 42k 45.05
2023-09-30 $1.9M 49k 39.16
2023-06-30 $2.1M 49k 43.76
2023-03-31 $2.0M 49k 40.93
2022-12-31 $2.2M 49k 45.06
2022-09-30 $2.1M 50k 41.73
2022-06-30 $2.1M 50k 42.25
2022-03-31 $2.2M 52k 41.43
2021-12-31 $2.3M 53k 43.19
2021-09-30 $2.2M 49k 44.82
2021-06-30 $1.9M 46k 41.58
2021-03-31 $2.0M 47k 42.17
2020-12-31 $1.7M 46k 36.65
2020-09-30 $1.4M 47k 30.82
2020-06-30 $1.8M 61k 29.41
2020-03-31 $1.7M 64k 25.94
2019-12-31 $2.2M 57k 38.60
2019-09-30 $2.1M 56k 36.63
2019-06-30 $1.9M 54k 36.06
2019-03-31 $1.9M 52k 36.59
2018-12-31 $1.9M 56k 33.49
2018-09-30 $1.6M 46k 33.70
2018-06-30 $1.4M 38k 35.79
2018-03-31 $1.3M 37k 34.13
2017-12-31 $1.3M 36k 35.28
2017-09-30 $1.0M 11k 99.93
2017-06-30 $550k 5.6k 97.79
2017-03-31 $485k 5.0k 97.59
2016-12-31 $198k 2.1k 94.56
2016-09-30 $172k 1.9k 90.67
2016-06-30 $170k 1.9k 89.66
2016-03-31 $163k 1.9k 86.02
2015-12-31 $1.5M 18k 80.50
2015-09-30 $192k 2.5k 77.73
2015-06-30 $419k 5.1k 82.62
2015-03-31 $218k 2.6k 83.88
2014-12-31 $190k 2.3k 83.63

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund