WisdomTree MidCap Dividend Fund shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 21k | 51.13 |
| 2024-06-30 | $987k | 21k | 46.77 |
| 2024-03-31 | $1.0M | 21k | 48.77 |
| 2023-12-31 | $1.0M | 22k | 45.69 |
| 2023-09-30 | $737k | 18k | 40.96 |
| 2023-06-30 | $977k | 23k | 42.05 |
| 2023-03-31 | $972k | 24k | 40.98 |
| 2022-12-31 | $1.1M | 28k | 41.14 |
| 2022-09-30 | $1.1M | 28k | 37.67 |
| 2022-06-30 | $1.1M | 29k | 38.99 |
| 2021-12-31 | $1.3M | 30k | 44.35 |
| 2021-03-31 | $1.3M | 30k | 44.43 |
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