WisdomTree MidCap Dividend Fund shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in WisdomTree MidCap Dividend Fund
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All positions including WisdomTree MidCap Dividend Fund held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $997k | 20k | 51.13 |
2024-06-30 | $912k | 20k | 46.77 |
2023-12-31 | $891k | 20k | 45.71 |
2023-09-30 | $799k | 20k | 40.97 |
2023-06-30 | $820k | 20k | 42.05 |
2022-12-31 | $802k | 20k | 41.13 |
2022-09-30 | $735k | 20k | 37.69 |
2022-06-30 | $760k | 20k | 38.97 |
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