WisdomTree MidCap Dividend Fund shares owned by First Personal Financial Services
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by First Personal Financial Services
from 13F filings
Historical chart of First Personal Financial Services investment in WisdomTree MidCap Dividend Fund
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All positions including WisdomTree MidCap Dividend Fund held by First Personal Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $32k | 645 | 48.77 |
2023-12-31 | $39k | 849 | 45.69 |
2023-09-30 | $35k | 849 | 40.96 |
2023-06-30 | $36k | 849 | 42.05 |
2023-03-31 | $35k | 849 | 40.98 |
2022-12-31 | $43k | 1.0k | 41.14 |
2022-09-30 | $40k | 1.0k | 38.13 |
2022-06-30 | $41k | 1.0k | 39.08 |
2022-03-31 | $47k | 1.0k | 44.80 |
2021-12-31 | $47k | 1.0k | 44.80 |
2021-09-30 | $43k | 1.0k | 40.99 |
2021-06-30 | $54k | 1.3k | 41.57 |
2021-03-31 | $53k | 1.3k | 40.80 |
2020-12-31 | $45k | 1.3k | 34.64 |
2020-09-30 | $38k | 1.3k | 29.25 |
2020-06-30 | $56k | 2.0k | 28.59 |
2020-03-31 | $53k | 2.2k | 24.27 |
2019-12-31 | $87k | 2.3k | 38.09 |
2019-09-30 | $83k | 2.3k | 36.34 |
2019-06-30 | $83k | 2.3k | 36.34 |
2019-03-31 | $85k | 2.4k | 35.73 |
2018-12-31 | $82k | 2.6k | 31.73 |
2018-09-30 | $109k | 3.0k | 36.87 |
2018-06-30 | $106k | 3.0k | 35.69 |
2018-03-31 | $101k | 3.0k | 34.01 |
2017-12-31 | $113k | 3.2k | 35.37 |
2017-09-30 | $106k | 1.1k | 99.53 |
2017-06-30 | $104k | 1.1k | 97.65 |
2017-03-31 | $104k | 1.1k | 97.65 |
2016-12-31 | $141k | 1.5k | 94.06 |
2016-09-30 | $171k | 1.9k | 91.05 |
2016-06-30 | $170k | 1.9k | 89.33 |
2016-03-31 | $171k | 2.0k | 86.28 |
2015-12-31 | $183k | 2.3k | 80.65 |
2015-09-30 | $176k | 2.3k | 77.67 |
2015-06-30 | $218k | 2.6k | 82.89 |
2015-03-31 | $205k | 2.4k | 86.17 |
2014-12-31 | $266k | 3.2k | 83.54 |
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