WisdomTree MidCap Dividend Fund shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $356k | 8.6k | 41.42 |
| 2021-06-30 | $361k | 8.6k | 42.00 |
| 2021-03-31 | $411k | 10k | 40.40 |
| 2020-12-31 | $294k | 10k | 28.90 |
| 2020-09-30 | $296k | 10k | 29.10 |
| 2020-06-30 | $288k | 10k | 28.31 |
| 2020-03-31 | $509k | 19k | 26.27 |
| 2019-12-31 | $1.4M | 37k | 37.70 |
| 2019-09-30 | $1.4M | 38k | 36.30 |
| 2019-06-30 | $1.4M | 39k | 36.26 |
| 2019-03-31 | $1.4M | 39k | 36.26 |
| 2018-12-31 | $1.3M | 39k | 33.15 |
| 2018-09-30 | $1.4M | 40k | 34.30 |
| 2018-06-30 | $1.5M | 42k | 35.80 |
| 2018-03-31 | $2.4M | 70k | 34.12 |
| 2017-12-31 | $2.5M | 71k | 35.85 |
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