WisdomTree MidCap Dividend Fund shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.2M | 30k | 42.05 |
| 2023-03-31 | $1.2M | 30k | 40.98 |
| 2022-12-31 | $1.2M | 30k | 41.14 |
| 2022-09-30 | $1.1M | 30k | 37.66 |
| 2022-06-30 | $1.2M | 30k | 38.98 |
| 2022-03-31 | $1.3M | 30k | 44.42 |
| 2021-12-31 | $1.3M | 30k | 44.35 |
| 2021-09-30 | $1.2M | 30k | 41.45 |
| 2021-06-30 | $1.2M | 30k | 41.95 |
| 2021-03-31 | $1.2M | 30k | 40.43 |
| 2020-12-31 | $1.0M | 30k | 34.82 |
| 2020-09-30 | $855k | 30k | 28.90 |
| 2020-06-30 | $838k | 30k | 28.33 |
| 2020-03-31 | $667k | 28k | 24.17 |
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