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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by First Personal Financial Services

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