WisdomTree MidCap Dividend Fund shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 143k | 52.30 |
| 2025-06-30 | $7.1M | 142k | 50.12 |
| 2025-03-31 | $6.8M | 138k | 49.52 |
| 2024-12-31 | $6.9M | 136k | 50.97 |
| 2024-09-30 | $7.0M | 136k | 51.13 |
| 2024-06-30 | $6.2M | 133k | 46.77 |
| 2024-03-31 | $6.4M | 131k | 48.77 |
| 2023-12-31 | $5.6M | 123k | 45.69 |
| 2023-09-30 | $5.0M | 121k | 40.96 |
| 2023-06-30 | $4.9M | 118k | 42.05 |
| 2023-03-31 | $4.1M | 101k | 40.98 |
| 2022-09-30 | $3.8M | 102k | 37.67 |
| 2022-06-30 | $4.0M | 102k | 38.98 |
| 2022-03-31 | $4.3M | 97k | 44.42 |
| 2021-12-31 | $4.1M | 92k | 44.46 |
| 2021-09-30 | $3.7M | 90k | 41.44 |
| 2021-06-30 | $3.6M | 85k | 41.96 |
| 2021-03-31 | $2.8M | 69k | 40.41 |
| 2020-12-31 | $2.2M | 62k | 34.81 |
| 2020-09-30 | $1.7M | 57k | 28.93 |
| 2020-06-30 | $1.5M | 53k | 28.33 |
| 2020-03-31 | $1.5M | 64k | 24.16 |
| 2019-12-31 | $2.2M | 59k | 38.03 |
| 2019-09-30 | $2.0M | 54k | 36.31 |
| 2019-06-30 | $1.9M | 52k | 36.08 |
| 2019-03-31 | $101k | 57k | 1.78 |
| 2018-12-31 | $1.5M | 49k | 31.64 |
| 2018-09-30 | $13M | 1.3M | 9.96 |
| 2018-06-30 | $36M | 1.3M | 28.01 |
| 2018-03-31 | $1.1M | 34k | 33.45 |
| 2017-12-31 | $1.2M | 35k | 35.85 |
| 2017-09-30 | $1.3M | 13k | 100.47 |
| 2017-06-30 | $1.3M | 13k | 97.00 |
| 2017-03-31 | $1.4M | 15k | 96.59 |
| 2016-12-31 | $722k | 7.6k | 95.04 |
| 2016-09-30 | $313k | 3.5k | 89.33 |
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