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WisdomTree MidCap Dividend Fund shares owned by Peterson Financial Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Peterson Financial Group from 13F filings

Historical chart of Peterson Financial Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Peterson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Peterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 24k 48.77
2023-12-31 $1.0M 23k 45.69
2023-09-30 $933k 23k 40.96
2023-06-30 $854k 20k 42.05
2023-03-31 $825k 20k 40.98
2022-12-31 $783k 19k 41.14
2022-09-30 $769k 20k 37.70
2022-06-30 $794k 20k 38.96
2022-03-31 $839k 19k 44.43
2021-12-31 $2.6M 60k 44.34