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WisdomTree MidCap Dividend Fund shares owned by Independent Wealth Network

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 4.0k 51.13
2024-06-30 $252k 5.4k 46.77
2024-03-31 $491k 10k 48.77
2023-12-31 $471k 10k 45.69
2023-09-30 $418k 10k 40.96
2023-06-30 $458k 11k 42.05
2023-03-31 $322k 7.9k 40.98
2022-12-31 $266k 6.5k 41.14