WisdomTree MidCap Dividend Fund shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 202k | 51.13 |
| 2024-06-30 | $9.8M | 209k | 46.77 |
| 2024-03-31 | $10M | 211k | 48.77 |
| 2023-12-31 | $9.0M | 197k | 45.69 |
| 2023-09-30 | $8.4M | 206k | 40.96 |
| 2023-06-30 | $9.3M | 221k | 42.05 |
| 2023-03-31 | $7.6M | 186k | 40.98 |
| 2022-12-31 | $9.5M | 231k | 41.14 |
| 2022-09-30 | $8.8M | 234k | 37.67 |
| 2022-06-30 | $9.2M | 236k | 38.98 |
| 2022-03-31 | $11M | 252k | 44.42 |
| 2021-12-31 | $12M | 263k | 44.36 |
| 2021-09-30 | $5.9M | 143k | 41.45 |
| 2021-06-30 | $12M | 286k | 41.95 |
| 2021-03-31 | $18M | 454k | 40.42 |
| 2020-12-31 | $44M | 1.3M | 34.81 |
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