WisdomTree MidCap Dividend Fund shares owned by Opes Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 22k | 48.77 |
| 2023-12-31 | $1.0M | 22k | 45.69 |
| 2023-09-30 | $1.1M | 26k | 40.96 |
| 2023-06-30 | $1.1M | 26k | 42.05 |
| 2023-03-31 | $1.1M | 26k | 40.98 |
| 2022-12-31 | $1.1M | 26k | 41.14 |
| 2022-09-30 | $1.0M | 27k | 37.68 |
| 2022-06-30 | $1.1M | 28k | 38.96 |
| 2022-03-31 | $1.4M | 30k | 44.42 |
| 2021-12-31 | $1.3M | 28k | 44.36 |
| 2021-09-30 | $1.1M | 27k | 41.46 |
| 2021-06-30 | $1.2M | 29k | 41.94 |
| 2021-03-31 | $1.3M | 31k | 40.42 |
| 2020-12-31 | $1.1M | 31k | 34.80 |
| 2020-09-30 | $984k | 34k | 28.93 |
| 2020-06-30 | $947k | 33k | 28.33 |
| 2020-03-31 | $651k | 27k | 24.15 |
| 2019-12-31 | $1.1M | 29k | 38.06 |
| 2019-09-30 | $1.3M | 35k | 36.30 |
| 2019-06-30 | $1.2M | 34k | 36.20 |
| 2019-03-31 | $1.3M | 35k | 35.78 |
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