WisdomTree MidCap Dividend Fund shares owned by Harbor Investment Advisory
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Harbor Investment Advisory
from 13F filings
Historical chart of Harbor Investment Advisory investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Harbor Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 30k | 52.30 |
| 2025-06-30 | $1.5M | 29k | 50.12 |
| 2025-03-31 | $1.4M | 29k | 49.52 |
| 2024-12-31 | $1.5M | 29k | 50.97 |
| 2024-09-30 | $1.6M | 31k | 51.13 |
| 2024-06-30 | $1.3M | 28k | 46.77 |
| 2024-03-31 | $1.2M | 26k | 48.77 |
| 2023-12-31 | $1.1M | 25k | 45.69 |
| 2023-09-30 | $946k | 23k | 40.96 |
| 2023-06-30 | $959k | 23k | 42.05 |
| 2023-03-31 | $855k | 21k | 40.98 |
| 2022-12-31 | $879k | 21k | 41.14 |
| 2022-09-30 | $752k | 20k | 37.66 |
| 2022-06-30 | $707k | 18k | 38.97 |
| 2022-03-31 | $575k | 13k | 44.43 |
| 2021-12-31 | $550k | 12k | 44.37 |
| 2021-09-30 | $405k | 9.8k | 41.49 |
| 2021-06-30 | $428k | 10k | 41.95 |
| 2021-03-31 | $293k | 7.3k | 40.41 |
| 2020-12-31 | $252k | 7.3k | 34.76 |
| 2020-09-30 | $207k | 7.2k | 28.95 |
| 2020-06-30 | $165k | 5.8k | 28.32 |
| 2020-03-31 | $199k | 8.2k | 24.13 |
| 2019-12-31 | $276k | 7.2k | 38.08 |
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