WisdomTree MidCap Dividend Fund shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 52.30 |
| 2025-06-30 | $1.1M | 23k | 50.12 |
| 2025-03-31 | $1.1M | 23k | 49.52 |
| 2024-09-30 | $1.2M | 23k | 51.13 |
| 2024-06-30 | $1.2M | 26k | 46.77 |
| 2024-03-31 | $1.3M | 27k | 48.77 |
| 2023-12-31 | $1.7M | 38k | 45.69 |
| 2023-09-30 | $1.6M | 38k | 40.96 |
| 2023-06-30 | $1.7M | 40k | 42.05 |
| 2023-03-31 | $3.6M | 87k | 40.98 |
| 2022-12-31 | $6.8M | 165k | 41.14 |
| 2022-09-30 | $6.3M | 166k | 37.67 |
| 2022-06-30 | $6.6M | 169k | 38.98 |
| 2022-03-31 | $7.7M | 174k | 44.42 |
| 2021-12-31 | $7.8M | 175k | 44.36 |
| 2021-09-30 | $7.8M | 187k | 41.45 |
| 2021-06-30 | $8.3M | 197k | 41.95 |
| 2021-03-31 | $17M | 141k | 123.46 |
| 2020-12-31 | $8.1M | 232k | 34.81 |
| 2020-09-30 | $7.1M | 246k | 28.92 |
| 2020-06-30 | $9.2M | 325k | 28.34 |
| 2020-03-31 | $8.6M | 356k | 24.16 |
| 2019-12-31 | $31M | 826k | 38.04 |
| 2019-09-30 | $31M | 843k | 36.31 |
| 2019-06-30 | $30M | 834k | 36.20 |
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