WisdomTree MidCap Dividend Fund shares owned by Goldstone Financial Group
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Goldstone Financial Group
from 13F filings
Historical chart of Goldstone Financial Group investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Goldstone Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Goldstone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 192k | 52.30 |
| 2025-06-30 | $9.0M | 174k | 51.63 |
| 2025-03-31 | $8.3M | 167k | 49.52 |
| 2024-12-31 | $8.2M | 160k | 50.97 |
| 2024-09-30 | $7.6M | 149k | 51.13 |
| 2024-06-30 | $5.9M | 126k | 46.77 |
| 2024-03-31 | $5.1M | 106k | 48.77 |
| 2023-12-31 | $4.6M | 100k | 45.69 |
| 2023-09-30 | $2.7M | 67k | 40.96 |
| 2023-06-30 | $2.2M | 53k | 42.05 |
| 2023-03-31 | $1.6M | 38k | 40.98 |
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