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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

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Quarterly 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