WisdomTree MidCap Dividend Fund shares owned by Key FInancial
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial investment in WisdomTree MidCap Dividend Fund
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All positions including WisdomTree MidCap Dividend Fund held by Key FInancial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 7.3k | 52.20 |
| 2025-06-30 | $363k | 7.2k | 50.12 |
| 2025-03-31 | $332k | 6.7k | 49.52 |
| 2024-12-31 | $341k | 6.7k | 50.97 |
| 2024-09-30 | $364k | 7.1k | 51.13 |
| 2024-06-30 | $333k | 7.1k | 46.77 |
| 2024-03-31 | $329k | 7.2k | 45.69 |
| 2023-12-31 | $329k | 7.2k | 45.69 |
| 2023-09-30 | $278k | 6.8k | 40.96 |
| 2023-06-30 | $319k | 7.6k | 42.05 |
| 2023-03-31 | $361k | 8.8k | 40.98 |
| 2022-12-31 | $480k | 13k | 37.67 |
| 2022-09-30 | $480k | 13k | 37.68 |
| 2022-06-30 | $545k | 14k | 39.50 |
| 2022-03-31 | $613k | 14k | 44.42 |
| 2021-12-31 | $612k | 14k | 44.35 |
| 2021-09-30 | $572k | 14k | 41.45 |
| 2021-06-30 | $578k | 14k | 41.89 |
| 2021-03-31 | $558k | 14k | 40.44 |
| 2020-12-31 | $480k | 14k | 34.79 |
| 2020-09-30 | $399k | 14k | 28.92 |
| 2020-06-30 | $413k | 15k | 28.00 |
| 2020-03-31 | $364k | 15k | 24.68 |
| 2019-12-31 | $561k | 15k | 38.04 |
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