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
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund