WisdomTree MidCap Dividend Fund shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $867k | 17k | 52.30 |
| 2025-06-30 | $782k | 16k | 50.12 |
| 2025-03-31 | $1.0M | 21k | 49.52 |
| 2024-12-31 | $987k | 19k | 50.97 |
| 2024-09-30 | $867k | 17k | 51.13 |
| 2024-06-30 | $703k | 15k | 46.77 |
| 2024-03-31 | $714k | 15k | 48.77 |
| 2023-12-31 | $650k | 14k | 45.69 |
| 2023-09-30 | $569k | 14k | 40.96 |
| 2023-06-30 | $541k | 13k | 42.05 |
| 2023-03-31 | $517k | 13k | 40.98 |
| 2022-12-31 | $465k | 11k | 41.14 |
| 2022-09-30 | $384k | 10k | 37.63 |
| 2022-06-30 | $398k | 10k | 39.01 |
| 2022-03-31 | $453k | 10k | 44.41 |
| 2021-12-31 | $444k | 10k | 44.40 |
| 2021-09-30 | $415k | 10k | 41.50 |
| 2021-06-30 | $420k | 10k | 42.00 |
| 2021-03-31 | $404k | 10k | 40.40 |
| 2020-12-31 | $348k | 10k | 34.80 |
Top funds holding WisdomTree MidCap Dividend Fund
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