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WisdomTree MidCap Dividend Fund shares owned by JPL Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 61k 46.77
2024-03-31 $2.8M 57k 48.77
2023-12-31 $2.0M 44k 45.69