WisdomTree MidCap Dividend Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $438k | 8.5k | 51.60 |
| 2025-09-30 | $443k | 8.5k | 52.30 |
| 2025-06-30 | $425k | 8.5k | 50.12 |
| 2025-03-31 | $420k | 8.5k | 49.52 |
| 2024-12-31 | $432k | 8.5k | 50.97 |
| 2024-09-30 | $444k | 8.7k | 51.13 |
| 2024-06-30 | $434k | 9.3k | 46.77 |
| 2024-03-31 | $466k | 9.6k | 48.77 |
| 2023-12-31 | $444k | 9.7k | 45.69 |
| 2023-09-30 | $401k | 9.8k | 40.96 |
| 2023-06-30 | $412k | 9.8k | 42.05 |
| 2023-03-31 | $398k | 9.7k | 40.98 |
| 2022-12-31 | $405k | 9.8k | 41.14 |
| 2022-09-30 | $352k | 9.3k | 37.71 |
| 2022-06-30 | $362k | 9.3k | 38.96 |
| 2022-03-31 | $398k | 9.0k | 44.37 |
| 2021-12-31 | $388k | 8.7k | 44.40 |
| 2021-09-30 | $363k | 8.8k | 41.45 |
| 2021-06-30 | $342k | 8.2k | 41.95 |
| 2021-03-31 | $330k | 8.2k | 40.48 |
| 2020-12-31 | $284k | 8.2k | 34.83 |
| 2020-09-30 | $279k | 9.7k | 28.90 |
| 2020-06-30 | $664k | 23k | 28.35 |
| 2020-03-31 | $522k | 22k | 24.16 |
| 2019-12-31 | $882k | 23k | 38.04 |
| 2019-09-30 | $818k | 23k | 36.32 |
| 2019-06-30 | $833k | 23k | 36.19 |
| 2019-03-31 | $731k | 20k | 35.80 |
| 2018-12-31 | $595k | 19k | 31.62 |
| 2018-09-30 | $674k | 18k | 36.78 |
| 2018-06-30 | $667k | 19k | 35.75 |
| 2018-03-31 | $636k | 19k | 34.33 |
| 2017-12-31 | $556k | 16k | 35.34 |
| 2017-06-30 | $291k | 3.0k | 97.32 |
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