WisdomTree MidCap Dividend Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 31k | 52.30 |
| 2025-06-30 | $238k | 4.7k | 50.12 |
| 2025-03-31 | $229k | 4.6k | 49.52 |
| 2024-12-31 | $367k | 7.2k | 50.97 |
| 2024-09-30 | $375k | 7.3k | 51.13 |
| 2024-06-30 | $358k | 7.7k | 46.77 |
| 2024-03-31 | $365k | 7.5k | 48.77 |
| 2023-09-30 | $278k | 6.8k | 40.96 |
| 2023-06-30 | $291k | 6.9k | 42.05 |
| 2023-03-31 | $246k | 6.0k | 40.91 |
| 2020-12-31 | $530k | 15k | 34.84 |
| 2020-09-30 | $424k | 15k | 28.93 |
| 2020-06-30 | $398k | 14k | 28.31 |
| 2020-03-31 | $268k | 11k | 24.18 |
| 2019-12-31 | $301k | 7.9k | 38.05 |
| 2019-09-30 | $205k | 5.6k | 36.32 |
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