WisdomTree MidCap Dividend Fund shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $330k | 11k | 28.95 |
| 2020-06-30 | $323k | 11k | 28.33 |
| 2020-03-31 | $275k | 11k | 24.12 |
| 2019-12-31 | $479k | 13k | 38.02 |
| 2019-09-30 | $421k | 12k | 36.29 |
| 2019-06-30 | $420k | 12k | 36.21 |
| 2019-03-31 | $415k | 12k | 35.78 |
| 2018-12-31 | $240k | 7.6k | 31.58 |
| 2018-09-30 | $243k | 6.6k | 36.82 |
| 2018-06-30 | $236k | 6.6k | 35.76 |
| 2018-03-31 | $188k | 5.5k | 34.18 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund