WisdomTree MidCap Dividend Fund shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $879k | 17k | 52.30 |
| 2025-06-30 | $855k | 17k | 50.12 |
| 2025-03-31 | $864k | 18k | 49.52 |
| 2024-12-31 | $889k | 17k | 50.97 |
| 2024-09-30 | $893k | 18k | 51.13 |
| 2024-06-30 | $844k | 18k | 46.77 |
| 2024-03-31 | $875k | 18k | 48.77 |
| 2023-12-31 | $806k | 18k | 45.71 |
| 2023-09-30 | $756k | 19k | 40.96 |
| 2023-06-30 | $753k | 18k | 42.05 |
| 2023-03-31 | $731k | 18k | 40.98 |
| 2022-12-31 | $736k | 18k | 41.14 |
| 2022-09-30 | $707k | 19k | 37.65 |
| 2022-06-30 | $791k | 20k | 38.99 |
| 2022-03-31 | $1.0M | 23k | 44.41 |
| 2021-12-31 | $1.1M | 25k | 44.37 |
| 2021-09-30 | $1.0M | 25k | 41.25 |
| 2021-06-30 | $1.1M | 26k | 41.94 |
| 2021-03-31 | $1.1M | 28k | 40.44 |
| 2020-12-31 | $2.3M | 66k | 34.82 |
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