WisdomTree MidCap Dividend Fund shares owned by Financial Advisory Service
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 134k | 52.30 |
| 2025-06-30 | $6.5M | 130k | 50.12 |
| 2025-03-31 | $6.3M | 128k | 49.52 |
| 2024-12-31 | $6.6M | 129k | 50.97 |
| 2024-09-30 | $6.9M | 134k | 51.13 |
| 2024-06-30 | $6.3M | 135k | 46.77 |
| 2024-03-31 | $6.3M | 130k | 48.77 |
| 2023-12-31 | $5.7M | 125k | 45.69 |
| 2023-09-30 | $4.8M | 118k | 40.96 |
| 2023-06-30 | $5.0M | 119k | 42.05 |
| 2023-03-31 | $4.8M | 117k | 40.98 |
| 2022-12-31 | $4.7M | 114k | 41.14 |
| 2022-09-30 | $3.8M | 101k | 37.67 |
| 2022-06-30 | $4.1M | 104k | 38.98 |
| 2022-03-31 | $4.6M | 103k | 44.42 |
| 2021-12-31 | $4.2M | 96k | 44.36 |
| 2021-09-30 | $2.2M | 52k | 41.45 |
| 2021-06-30 | $2.2M | 52k | 41.94 |
| 2021-03-31 | $1.9M | 46k | 40.41 |
| 2020-12-31 | $1.3M | 39k | 34.81 |
| 2020-09-30 | $1.2M | 40k | 28.91 |
| 2020-06-30 | $1.1M | 40k | 28.35 |
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