WisdomTree MidCap Dividend Fund shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $350k | 6.8k | 51.13 |
| 2024-06-30 | $304k | 6.5k | 46.77 |
| 2024-03-31 | $312k | 6.4k | 48.77 |
| 2023-12-31 | $278k | 6.1k | 45.69 |
| 2023-09-30 | $248k | 6.0k | 40.96 |
| 2023-06-30 | $256k | 6.1k | 42.05 |
| 2023-03-31 | $265k | 6.5k | 40.98 |
| 2022-12-31 | $277k | 6.7k | 41.14 |
| 2022-09-30 | $249k | 6.6k | 37.68 |
| 2022-06-30 | $256k | 6.6k | 38.93 |
| 2022-03-31 | $314k | 7.1k | 44.48 |
| 2021-12-31 | $277k | 6.2k | 44.38 |
| 2021-09-30 | $246k | 5.9k | 41.42 |
| 2021-03-31 | $223k | 5.5k | 40.43 |
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