WisdomTree MidCap Dividend Fund shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $24M | 479k | 50.97 |
| 2024-09-30 | $25M | 490k | 51.13 |
| 2024-06-30 | $23M | 489k | 46.77 |
| 2024-03-31 | $24M | 493k | 48.77 |
| 2023-12-31 | $22M | 488k | 45.69 |
| 2023-09-30 | $20M | 490k | 40.96 |
| 2023-06-30 | $20M | 484k | 42.05 |
| 2023-03-31 | $20M | 478k | 40.98 |
| 2022-12-31 | $19M | 467k | 41.14 |
| 2022-09-30 | $16M | 435k | 37.67 |
| 2022-06-30 | $16M | 404k | 38.98 |
| 2022-03-31 | $17M | 371k | 44.42 |
| 2021-12-31 | $16M | 360k | 44.36 |
| 2021-09-30 | $14M | 342k | 41.45 |
| 2021-06-30 | $14M | 335k | 41.95 |
| 2021-03-31 | $14M | 342k | 40.42 |
| 2020-12-31 | $12M | 343k | 34.81 |
| 2020-09-30 | $9.6M | 331k | 28.92 |
| 2020-06-30 | $8.6M | 304k | 28.34 |
| 2020-03-31 | $5.7M | 235k | 24.16 |
| 2019-12-31 | $10M | 270k | 38.04 |
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