WisdomTree MidCap Dividend Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 31k | 51.13 |
| 2024-06-30 | $1.4M | 30k | 46.77 |
| 2024-03-31 | $1.5M | 30k | 48.77 |
| 2023-12-31 | $1.5M | 32k | 45.69 |
| 2023-09-30 | $1.3M | 32k | 40.96 |
| 2023-06-30 | $1.3M | 23k | 55.69 |
| 2023-03-31 | $328k | 3.3k | 98.30 |
| 2022-12-31 | $1.2M | 29k | 41.14 |
| 2022-09-30 | $1.1M | 30k | 37.65 |
| 2022-06-30 | $1.3M | 33k | 38.98 |
| 2022-03-31 | $1.5M | 34k | 44.42 |
| 2021-12-31 | $1.5M | 33k | 44.37 |
| 2021-09-30 | $1.4M | 54k | 25.49 |
| 2021-06-30 | $1.8M | 42k | 41.96 |
| 2021-03-31 | $1.7M | 42k | 40.41 |
| 2020-12-31 | $1.4M | 40k | 34.82 |
| 2020-09-30 | $1.2M | 43k | 28.92 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $1.1M | 44k | 24.15 |
| 2019-12-31 | $1.4M | 36k | 38.04 |
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