WisdomTree MidCap Dividend Fund shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 52k | 52.30 |
| 2025-06-30 | $2.7M | 53k | 50.12 |
| 2025-03-31 | $2.7M | 54k | 49.52 |
| 2024-12-31 | $2.8M | 56k | 50.97 |
| 2024-09-30 | $2.9M | 57k | 51.13 |
| 2024-06-30 | $2.7M | 57k | 46.77 |
| 2024-03-31 | $2.8M | 57k | 48.77 |
| 2023-12-31 | $2.6M | 57k | 45.69 |
| 2023-09-30 | $2.4M | 58k | 40.96 |
| 2023-06-30 | $2.4M | 58k | 42.05 |
| 2023-03-31 | $2.4M | 58k | 40.98 |
| 2022-12-31 | $2.4M | 58k | 41.14 |
| 2022-06-30 | $2.3M | 60k | 38.98 |
| 2022-03-31 | $2.7M | 60k | 44.43 |
| 2021-12-31 | $2.7M | 60k | 44.36 |
| 2021-09-30 | $2.5M | 60k | 41.45 |
| 2021-06-30 | $2.7M | 64k | 41.95 |
| 2021-03-31 | $2.6M | 64k | 40.42 |
| 2020-12-31 | $2.2M | 64k | 34.80 |
| 2020-09-30 | $2.0M | 68k | 28.92 |
| 2020-06-30 | $1.9M | 68k | 28.34 |
| 2019-12-31 | $3.1M | 81k | 38.04 |
| 2019-09-30 | $3.9M | 107k | 36.31 |
| 2019-06-30 | $3.9M | 107k | 36.20 |
| 2019-03-31 | $4.0M | 113k | 35.79 |
| 2018-12-31 | $3.7M | 119k | 31.63 |
| 2018-09-30 | $4.4M | 119k | 36.88 |
| 2018-06-30 | $4.3M | 119k | 35.80 |
| 2018-03-31 | $4.5M | 131k | 34.12 |
| 2017-12-31 | $4.6M | 131k | 35.28 |
| 2017-09-30 | $4.4M | 44k | 99.96 |
| 2017-06-30 | $4.3M | 44k | 97.76 |
| 2017-03-31 | $4.3M | 44k | 97.54 |
| 2016-12-31 | $4.1M | 43k | 94.37 |
| 2016-09-30 | $3.9M | 43k | 90.87 |
| 2016-06-30 | $3.9M | 43k | 89.51 |
| 2016-03-31 | $3.7M | 43k | 86.10 |
| 2015-12-31 | $3.9M | 49k | 80.52 |
| 2015-09-30 | $3.8M | 49k | 77.66 |
| 2015-06-30 | $4.1M | 49k | 82.65 |
| 2015-03-31 | $3.8M | 44k | 86.08 |
| 2014-12-31 | $3.8M | 46k | 83.75 |
| 2014-09-30 | $4.0M | 52k | 78.27 |
| 2014-06-30 | $4.3M | 53k | 81.65 |
| 2014-03-31 | $4.2M | 55k | 77.07 |
| 2013-12-31 | $4.7M | 63k | 74.62 |
| 2013-09-30 | $5.2M | 74k | 69.52 |
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