WisdomTree MidCap Dividend Fund shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in WisdomTree MidCap Dividend Fund
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All positions including WisdomTree MidCap Dividend Fund held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 3.9k | 52.30 |
| 2022-06-30 | $164k | 4.2k | 38.90 |
| 2022-03-31 | $187k | 4.2k | 44.35 |
| 2021-09-30 | $175k | 4.2k | 41.51 |
| 2021-06-30 | $177k | 4.2k | 41.98 |
| 2021-03-31 | $182k | 4.5k | 40.48 |
| 2020-12-31 | $170k | 4.9k | 34.84 |
| 2020-06-30 | $138k | 4.9k | 28.28 |
| 2020-03-31 | $118k | 4.9k | 24.18 |
| 2019-12-31 | $218k | 5.7k | 38.08 |
| 2019-09-30 | $181k | 5.0k | 36.24 |
| 2019-06-30 | $166k | 4.6k | 36.10 |
| 2019-03-31 | $4.0M | 146k | 27.26 |
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