WisdomTree MidCap Dividend Fund shares owned by Modera Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 117k | 52.30 |
| 2025-06-30 | $5.9M | 118k | 50.12 |
| 2025-03-31 | $6.0M | 121k | 49.52 |
| 2024-12-31 | $6.6M | 129k | 50.97 |
| 2024-09-30 | $6.7M | 132k | 51.13 |
| 2024-06-30 | $6.2M | 132k | 46.77 |
| 2024-03-31 | $6.5M | 133k | 48.77 |
| 2023-12-31 | $6.2M | 136k | 45.69 |
| 2023-09-30 | $390k | 6.3k | 61.49 |
| 2023-06-30 | $5.9M | 139k | 42.05 |
| 2023-03-31 | $2.0M | 48k | 40.98 |
| 2022-12-31 | $2.1M | 50k | 41.14 |
| 2022-09-30 | $2.9M | 78k | 37.68 |
| 2022-06-30 | $3.2M | 83k | 38.98 |
| 2022-03-31 | $4.1M | 93k | 44.42 |
| 2021-12-31 | $4.0M | 91k | 44.36 |
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