WisdomTree MidCap Dividend Fund shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 32k | 51.13 |
| 2024-06-30 | $1.2M | 26k | 46.78 |
| 2024-03-31 | $1.3M | 26k | 48.76 |
| 2023-12-31 | $302k | 6.6k | 45.71 |
| 2023-06-30 | $201k | 4.8k | 41.99 |
| 2023-03-31 | $213k | 5.2k | 40.95 |
| 2022-12-31 | $214k | 5.2k | 41.19 |
| 2022-06-30 | $209k | 5.4k | 38.90 |
| 2022-03-31 | $238k | 5.4k | 44.37 |
| 2021-12-31 | $224k | 5.4k | 41.81 |
| 2021-09-30 | $222k | 5.4k | 41.46 |
| 2021-06-30 | $216k | 5.3k | 40.70 |
| 2021-03-31 | $220k | 5.4k | 40.47 |
| 2020-12-31 | $260k | 7.5k | 34.85 |
| 2020-09-30 | $231k | 8.0k | 28.92 |
| 2020-06-30 | $282k | 9.9k | 28.37 |
| 2019-12-31 | $237k | 6.2k | 38.02 |
| 2019-09-30 | $225k | 6.2k | 36.35 |
| 2019-06-30 | $222k | 6.1k | 36.14 |
| 2019-03-31 | $222k | 6.2k | 35.85 |
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