WisdomTree MidCap Dividend Fund shares owned by Private Advisor
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 51k | 52.30 |
| 2025-06-30 | $2.7M | 54k | 50.12 |
| 2025-03-31 | $3.5M | 70k | 49.52 |
| 2024-12-31 | $5.3M | 105k | 50.97 |
| 2024-09-30 | $6.0M | 118k | 51.13 |
| 2024-06-30 | $8.2M | 176k | 46.77 |
| 2024-03-31 | $9.1M | 186k | 48.77 |
| 2023-12-31 | $8.5M | 186k | 45.69 |
| 2023-09-30 | $6.6M | 161k | 40.96 |
| 2023-06-30 | $6.8M | 156k | 43.67 |
| 2023-03-31 | $6.6M | 160k | 40.98 |
| 2022-12-31 | $4.9M | 167k | 29.59 |
| 2022-09-30 | $6.8M | 180k | 37.67 |
| 2022-06-30 | $6.8M | 174k | 38.98 |
| 2022-03-31 | $3.2M | 72k | 44.37 |
| 2021-12-31 | $3.2M | 72k | 44.37 |
| 2021-09-30 | $4.1M | 99k | 41.45 |
| 2021-06-30 | $3.0M | 72k | 41.94 |
| 2021-03-31 | $2.7M | 67k | 40.42 |
| 2020-12-31 | $2.5M | 71k | 34.80 |
| 2020-09-30 | $2.0M | 70k | 28.93 |
| 2020-06-30 | $2.3M | 83k | 28.34 |
| 2020-03-31 | $2.8M | 118k | 24.16 |
| 2019-12-31 | $4.6M | 122k | 38.04 |
| 2019-09-30 | $4.5M | 123k | 36.31 |
| 2019-06-30 | $4.6M | 127k | 36.20 |
| 2019-03-31 | $4.5M | 126k | 35.79 |
| 2018-12-31 | $4.0M | 127k | 31.63 |
| 2018-09-30 | $4.4M | 120k | 36.88 |
| 2018-06-30 | $2.7M | 74k | 36.01 |
| 2018-03-31 | $2.4M | 70k | 34.11 |
| 2017-12-31 | $2.7M | 74k | 35.79 |
| 2017-09-30 | $4.5M | 45k | 100.37 |
| 2017-06-30 | $4.1M | 42k | 97.17 |
| 2017-03-31 | $2.6M | 27k | 96.51 |
| 2016-12-31 | $1.9M | 20k | 95.60 |
| 2016-09-30 | $1.4M | 16k | 89.32 |
| 2016-06-30 | $1.3M | 15k | 89.32 |
| 2016-03-31 | $1.1M | 13k | 86.13 |
| 2015-12-31 | $1.0M | 13k | 80.53 |
| 2015-09-30 | $907k | 12k | 77.63 |
| 2015-06-30 | $824k | 10k | 82.61 |
| 2015-03-31 | $830k | 9.6k | 86.08 |
| 2014-12-31 | $844k | 10k | 83.70 |
| 2014-09-30 | $767k | 9.8k | 78.31 |
| 2014-06-30 | $764k | 9.4k | 81.69 |
| 2014-03-31 | $651k | 8.4k | 77.11 |
| 2013-12-31 | $524k | 7.0k | 74.57 |
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