WisdomTree MidCap Dividend Fund shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $13M | 280k | 46.77 |
| 2024-03-31 | $13M | 274k | 48.77 |
| 2023-12-31 | $12M | 267k | 45.69 |
| 2023-09-30 | $11M | 261k | 40.96 |
| 2023-06-30 | $11M | 256k | 42.05 |
| 2023-03-31 | $10M | 250k | 40.98 |
| 2022-12-31 | $10M | 248k | 41.09 |
| 2022-09-30 | $9.1M | 242k | 37.70 |
| 2022-06-30 | $9.5M | 243k | 38.94 |
| 2022-03-31 | $11M | 256k | 44.37 |
| 2021-12-31 | $12M | 268k | 44.34 |
| 2021-09-30 | $11M | 258k | 41.42 |
| 2021-06-30 | $10M | 248k | 41.95 |
| 2021-03-31 | $9.8M | 242k | 40.39 |
| 2020-12-31 | $15M | 437k | 34.81 |
| 2020-09-30 | $12M | 407k | 28.93 |
| 2020-06-30 | $10M | 361k | 28.34 |
| 2020-03-31 | $8.3M | 346k | 24.14 |
| 2019-12-31 | $13M | 333k | 38.04 |
Top funds holding WisdomTree MidCap Dividend Fund
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