WisdomTree MidCap Dividend Fund shares owned by Essex Financial Services
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 6.1k | 52.30 |
| 2025-06-30 | $307k | 6.1k | 50.12 |
| 2025-03-31 | $311k | 6.3k | 49.52 |
| 2024-12-31 | $320k | 6.3k | 50.97 |
| 2024-09-30 | $321k | 6.3k | 51.31 |
| 2024-06-30 | $514k | 11k | 46.77 |
| 2024-03-31 | $543k | 11k | 48.77 |
| 2023-12-31 | $490k | 11k | 45.69 |
| 2023-09-30 | $438k | 11k | 40.96 |
| 2023-06-30 | $487k | 12k | 42.05 |
| 2023-03-31 | $517k | 13k | 40.98 |
| 2022-12-31 | $554k | 14k | 41.10 |
| 2022-09-30 | $513k | 14k | 37.65 |
| 2022-06-30 | $539k | 14k | 38.95 |
| 2022-03-31 | $275k | 6.2k | 44.35 |
| 2021-12-31 | $275k | 6.2k | 44.35 |
| 2021-09-30 | $257k | 6.2k | 41.45 |
| 2021-06-30 | $260k | 6.2k | 41.94 |
| 2018-03-31 | $348k | 10k | 34.12 |
| 2017-06-30 | $332k | 3.4k | 97.65 |
| 2017-03-31 | $332k | 3.4k | 97.65 |
| 2016-12-31 | $321k | 3.4k | 94.41 |
| 2016-09-30 | $310k | 3.4k | 90.91 |
| 2016-06-30 | $309k | 3.5k | 89.44 |
| 2016-03-31 | $293k | 3.4k | 86.18 |
| 2015-12-31 | $346k | 4.3k | 80.47 |
| 2015-09-30 | $283k | 3.6k | 77.56 |
| 2015-06-30 | $281k | 3.4k | 82.65 |
| 2015-03-31 | $370k | 4.3k | 86.05 |
| 2014-12-31 | $431k | 5.2k | 83.69 |
| 2014-09-30 | $403k | 5.2k | 78.25 |
| 2014-06-30 | $278k | 3.4k | 81.76 |
| 2014-03-31 | $262k | 3.4k | 77.06 |
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