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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Lake Street Advisors Group

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