WisdomTree MidCap Dividend Fund shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 333k | 51.13 |
| 2024-06-30 | $16M | 344k | 46.77 |
| 2024-03-31 | $17M | 355k | 48.77 |
| 2023-12-31 | $16M | 346k | 45.69 |
| 2023-09-30 | $14M | 340k | 40.96 |
| 2023-06-30 | $14M | 343k | 42.05 |
| 2023-03-31 | $14M | 346k | 40.98 |
| 2022-12-31 | $14M | 339k | 41.14 |
| 2022-09-30 | $12M | 315k | 37.67 |
| 2022-06-30 | $11M | 292k | 38.98 |
| 2022-03-31 | $12M | 267k | 44.42 |
| 2021-12-31 | $11M | 251k | 44.36 |
| 2021-09-30 | $10M | 241k | 41.45 |
| 2021-06-30 | $9.8M | 233k | 41.95 |
| 2021-03-31 | $9.4M | 233k | 40.42 |
| 2020-12-31 | $8.3M | 239k | 34.81 |
| 2020-09-30 | $6.6M | 227k | 28.92 |
| 2020-06-30 | $6.5M | 228k | 28.34 |
| 2020-03-31 | $4.9M | 203k | 24.16 |
| 2019-12-31 | $7.2M | 188k | 38.04 |
| 2019-09-30 | $6.5M | 179k | 36.31 |
| 2019-06-30 | $5.7M | 159k | 36.20 |
| 2019-03-31 | $5.3M | 147k | 35.79 |
| 2018-12-31 | $3.7M | 116k | 31.63 |
| 2018-09-30 | $4.2M | 113k | 36.88 |
| 2018-06-30 | $3.8M | 106k | 35.80 |
| 2018-03-31 | $2.9M | 84k | 34.12 |
| 2017-12-31 | $2.9M | 82k | 35.28 |
| 2017-09-30 | $2.2M | 22k | 99.95 |
| 2017-06-30 | $2.1M | 22k | 97.76 |
| 2017-03-31 | $1.9M | 20k | 97.51 |
| 2016-12-31 | $1.9M | 20k | 94.36 |
| 2016-09-30 | $1.8M | 20k | 90.88 |
| 2016-06-30 | $1.9M | 21k | 89.49 |
| 2016-03-31 | $2.1M | 24k | 86.10 |
| 2015-12-31 | $2.0M | 25k | 80.53 |
| 2015-09-30 | $2.2M | 28k | 77.65 |
| 2015-06-30 | $2.6M | 32k | 82.66 |
| 2015-03-31 | $2.5M | 29k | 86.07 |
| 2014-12-31 | $2.4M | 29k | 83.76 |
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