WisdomTree MidCap Dividend Fund shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26k | 525 | 49.52 |
| 2023-12-31 | $24k | 525 | 45.71 |
| 2023-09-30 | $21k | 525 | 40.00 |
| 2023-06-30 | $22k | 525 | 41.90 |
| 2023-03-31 | $21k | 525 | 40.00 |
| 2022-12-31 | $19k | 525 | 36.19 |
| 2022-09-30 | $20k | 525 | 38.10 |
| 2022-06-30 | $26k | 679 | 38.29 |
| 2022-03-31 | $30k | 679 | 44.18 |
| 2021-12-31 | $30k | 679 | 44.18 |
| 2021-09-30 | $28k | 679 | 41.24 |
| 2021-06-30 | $28k | 679 | 41.24 |
| 2021-03-31 | $27k | 679 | 39.76 |
| 2020-12-31 | $24k | 679 | 35.35 |
| 2020-09-30 | $20k | 679 | 29.46 |
| 2020-06-30 | $19k | 679 | 27.98 |
| 2020-03-31 | $32k | 1.3k | 23.90 |
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