WisdomTree MidCap Dividend Fund shares owned by Concord Asset Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 165k | 52.30 |
| 2025-06-30 | $12M | 237k | 50.12 |
| 2025-03-31 | $7.3M | 157k | 46.65 |
| 2024-12-31 | $6.7M | 131k | 50.97 |
| 2024-09-30 | $5.6M | 110k | 51.13 |
| 2024-06-30 | $5.2M | 111k | 46.77 |
| 2024-03-31 | $6.0M | 123k | 48.77 |
| 2023-12-31 | $5.0M | 109k | 45.69 |
| 2023-09-30 | $4.4M | 106k | 40.96 |
| 2023-06-30 | $4.2M | 100k | 42.05 |
| 2023-03-31 | $3.6M | 87k | 40.98 |
| 2022-12-31 | $2.6M | 63k | 41.14 |
| 2022-09-30 | $3.0M | 80k | 37.67 |
| 2022-06-30 | $3.1M | 79k | 38.98 |
| 2022-03-31 | $3.6M | 82k | 44.42 |
| 2021-12-31 | $2.9M | 65k | 44.36 |
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