WisdomTree MidCap Dividend Fund shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in WisdomTree MidCap Dividend Fund
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All positions including WisdomTree MidCap Dividend Fund held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $13M | 257k | 48.77 |
2023-12-31 | $11M | 250k | 45.69 |
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