WisdomTree MidCap Dividend Fund shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 496 | 52.30 |
| 2025-06-30 | $34k | 679 | 50.12 |
| 2025-03-31 | $48k | 977 | 49.52 |
| 2024-12-31 | $50k | 977 | 50.97 |
| 2024-09-30 | $50k | 977 | 51.13 |
| 2024-06-30 | $69k | 1.5k | 46.77 |
| 2024-03-31 | $72k | 1.5k | 48.77 |
| 2023-12-31 | $67k | 1.5k | 45.69 |
| 2023-09-30 | $60k | 1.5k | 40.96 |
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