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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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