WisdomTree MidCap Dividend Fund shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $393k | 7.5k | 52.54 |
| 2025-12-31 | $386k | 7.5k | 51.60 |
| 2025-09-30 | $401k | 7.7k | 52.30 |
| 2025-06-30 | $384k | 7.7k | 50.12 |
| 2019-12-31 | $239k | 6.3k | 38.05 |
| 2019-09-30 | $228k | 6.3k | 36.33 |
| 2019-06-30 | $227k | 6.3k | 36.22 |
| 2019-03-31 | $224k | 6.3k | 35.76 |
| 2018-09-30 | $231k | 6.3k | 36.92 |
| 2018-06-30 | $224k | 6.3k | 35.82 |
| 2018-03-31 | $200k | 5.9k | 34.04 |
| 2017-12-31 | $234k | 6.6k | 35.35 |
| 2017-09-30 | $220k | 2.2k | 99.73 |
| 2017-06-30 | $215k | 2.2k | 97.55 |
| 2017-03-31 | $215k | 2.2k | 97.59 |
| 2016-12-31 | $332k | 3.5k | 94.51 |
| 2016-09-30 | $304k | 3.3k | 91.02 |
| 2016-06-30 | $256k | 2.9k | 89.54 |
| 2016-03-31 | $256k | 3.0k | 86.14 |
| 2015-12-31 | $239k | 3.0k | 80.53 |
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