WisdomTree MidCap Dividend Fund shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 25k | 52.30 |
| 2025-06-30 | $1.2M | 25k | 50.12 |
| 2024-12-31 | $1.3M | 25k | 50.97 |
| 2024-09-30 | $1.3M | 26k | 51.13 |
| 2024-06-30 | $1.2M | 26k | 46.77 |
| 2024-03-31 | $1.3M | 26k | 48.77 |
| 2023-12-31 | $1.2M | 26k | 45.69 |
| 2023-09-30 | $1.2M | 30k | 40.96 |
| 2023-06-30 | $1.5M | 36k | 42.05 |
| 2023-03-31 | $1.4M | 35k | 40.98 |
| 2022-12-31 | $1.3M | 32k | 41.14 |
| 2022-09-30 | $1.2M | 32k | 37.68 |
| 2022-06-30 | $1.1M | 29k | 39.00 |
| 2022-03-31 | $1.3M | 30k | 44.41 |
| 2021-12-31 | $1.4M | 31k | 44.37 |
| 2021-09-30 | $1.2M | 30k | 41.46 |
| 2021-06-30 | $1.2M | 30k | 41.96 |
| 2021-03-31 | $1.3M | 31k | 40.42 |
| 2020-12-31 | $891k | 26k | 34.80 |
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