WisdomTree MidCap Dividend Fund shares owned by Marion Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 272k | 52.30 |
| 2025-06-30 | $14M | 270k | 50.12 |
| 2025-03-31 | $13M | 262k | 49.52 |
| 2024-12-31 | $13M | 260k | 50.97 |
| 2024-09-30 | $13M | 257k | 51.13 |
| 2024-06-30 | $12M | 247k | 46.77 |
| 2024-03-31 | $12M | 243k | 48.77 |
| 2023-12-31 | $11M | 246k | 45.69 |
| 2023-09-30 | $9.8M | 238k | 40.96 |
| 2023-06-30 | $9.7M | 231k | 42.05 |
| 2023-03-31 | $9.1M | 222k | 40.98 |
| 2022-12-31 | $8.4M | 204k | 41.14 |
| 2022-09-30 | $6.3M | 168k | 37.67 |
| 2022-06-30 | $6.1M | 155k | 38.98 |
| 2022-03-31 | $6.3M | 141k | 44.42 |
| 2021-12-31 | $6.3M | 141k | 44.36 |
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