WisdomTree MidCap Dividend Fund shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 54k | 52.30 |
| 2025-06-30 | $2.7M | 54k | 50.12 |
| 2025-03-31 | $2.6M | 52k | 49.52 |
| 2024-12-31 | $2.5M | 49k | 50.97 |
| 2024-09-30 | $2.4M | 47k | 51.13 |
| 2024-06-30 | $2.2M | 47k | 46.77 |
| 2024-03-31 | $2.0M | 41k | 48.77 |
| 2023-12-31 | $47k | 1.0k | 45.69 |
| 2023-09-30 | $42k | 1.0k | 40.96 |
| 2023-06-30 | $43k | 1.0k | 42.05 |
| 2023-03-31 | $42k | 1.0k | 40.98 |
| 2022-12-31 | $42k | 1.0k | 41.14 |
| 2022-09-30 | $171k | 4.5k | 37.74 |
| 2022-06-30 | $185k | 4.8k | 38.92 |
| 2022-03-31 | $237k | 5.3k | 44.44 |
| 2021-12-31 | $817k | 18k | 44.34 |
| 2021-09-30 | $758k | 18k | 41.15 |
| 2021-06-30 | $787k | 19k | 40.96 |
| 2021-03-31 | $231k | 5.3k | 43.36 |
| 2020-12-31 | $190k | 5.4k | 34.91 |
| 2020-09-30 | $580k | 20k | 29.03 |
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