WisdomTree MidCap Dividend Fund shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree MidCap Dividend Fund by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 57k | 52.30 |
| 2025-06-30 | $3.0M | 59k | 50.12 |
| 2025-03-31 | $3.1M | 63k | 49.52 |
| 2024-12-31 | $3.6M | 71k | 50.97 |
| 2024-09-30 | $3.7M | 73k | 51.13 |
| 2024-06-30 | $4.4M | 94k | 46.77 |
| 2024-03-31 | $6.8M | 140k | 48.77 |
| 2023-12-31 | $13M | 278k | 45.69 |
| 2023-09-30 | $13M | 313k | 40.96 |
| 2023-06-30 | $16M | 375k | 42.05 |
| 2023-03-31 | $16M | 384k | 40.98 |
| 2022-12-31 | $16M | 381k | 41.14 |
| 2022-09-30 | $14M | 380k | 37.67 |
| 2022-06-30 | $15M | 377k | 38.98 |
| 2022-03-31 | $17M | 375k | 44.42 |
| 2021-12-31 | $19M | 419k | 44.36 |
| 2021-09-30 | $16M | 391k | 41.45 |
| 2021-06-30 | $15M | 352k | 41.95 |
| 2021-03-31 | $14M | 339k | 40.42 |
| 2020-12-31 | $11M | 321k | 34.81 |
| 2020-09-30 | $7.9M | 272k | 28.92 |
| 2020-06-30 | $7.2M | 253k | 28.34 |
| 2020-03-31 | $5.6M | 232k | 24.16 |
| 2019-12-31 | $5.2M | 137k | 38.04 |
| 2019-09-30 | $4.0M | 109k | 36.31 |
| 2019-06-30 | $2.9M | 79k | 36.20 |
| 2019-03-31 | $1.1M | 29k | 35.78 |
| 2018-12-31 | $957k | 30k | 31.62 |
| 2018-06-30 | $900k | 25k | 35.79 |
| 2018-03-31 | $27M | 27k | 1000.00 |
| 2017-12-31 | $931k | 26k | 35.27 |
| 2017-09-30 | $615k | 6.2k | 99.98 |
| 2017-06-30 | $604k | 6.2k | 97.78 |
| 2017-03-31 | $577k | 5.9k | 97.50 |
| 2016-12-31 | $566k | 6.0k | 94.41 |
| 2016-09-30 | $31k | 345 | 89.86 |
| 2016-06-30 | $276k | 3.1k | 89.61 |
| 2016-03-31 | $98k | 1.1k | 86.04 |
| 2015-12-31 | $48k | 600 | 80.00 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund