WisdomTree MidCap Dividend Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 39k | 50.12 |
| 2025-03-31 | $1.7M | 34k | 49.52 |
| 2024-12-31 | $1.5M | 29k | 50.97 |
| 2024-09-30 | $1.1M | 22k | 51.13 |
| 2024-06-30 | $907k | 19k | 46.77 |
| 2024-03-31 | $967k | 20k | 48.77 |
| 2023-12-31 | $995k | 22k | 45.69 |
| 2023-09-30 | $666k | 16k | 40.96 |
| 2023-06-30 | $710k | 17k | 42.05 |
| 2023-03-31 | $993k | 24k | 40.98 |
| 2022-12-31 | $870k | 21k | 41.14 |
| 2022-09-30 | $623k | 17k | 37.66 |
| 2022-06-30 | $659k | 17k | 38.98 |
| 2022-03-31 | $735k | 17k | 44.41 |
| 2021-12-31 | $625k | 14k | 44.34 |
| 2021-09-30 | $613k | 15k | 41.25 |
| 2021-06-30 | $605k | 15k | 41.72 |
| 2021-03-31 | $358k | 8.9k | 40.02 |
| 2020-12-31 | $244k | 7.1k | 34.40 |
| 2020-09-30 | $1.0M | 36k | 29.03 |
| 2020-06-30 | $337k | 12k | 28.40 |
| 2020-03-31 | $403k | 17k | 23.98 |
| 2019-12-31 | $1.4M | 38k | 37.95 |
| 2019-09-30 | $946k | 26k | 36.29 |
| 2019-06-30 | $564k | 16k | 36.23 |
| 2019-03-31 | $538k | 15k | 35.77 |
| 2018-12-31 | $406k | 13k | 31.76 |
More positions owned by H D Vest Advisory Services
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