WisdomTree MidCap Dividend Fund shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 42k | 51.13 |
| 2024-06-30 | $1.9M | 41k | 46.77 |
| 2024-03-31 | $3.9M | 80k | 48.77 |
| 2023-12-31 | $20M | 430k | 45.69 |
| 2023-09-30 | $18M | 440k | 40.96 |
| 2023-06-30 | $18M | 439k | 42.05 |
| 2023-03-31 | $17M | 411k | 40.98 |
| 2022-12-31 | $17M | 406k | 41.14 |
| 2022-09-30 | $11M | 296k | 37.67 |
| 2022-06-30 | $12M | 298k | 38.98 |
| 2022-03-31 | $1.4M | 32k | 44.41 |
| 2021-12-31 | $1.4M | 33k | 44.37 |
| 2021-09-30 | $1.4M | 33k | 41.44 |
| 2021-06-30 | $1.4M | 33k | 41.96 |
| 2021-03-31 | $1.4M | 35k | 40.42 |
| 2020-12-31 | $1.7M | 48k | 34.82 |
| 2020-09-30 | $5.5M | 191k | 28.92 |
| 2020-06-30 | $6.2M | 219k | 28.34 |
| 2020-03-31 | $4.7M | 196k | 24.16 |
| 2019-12-31 | $5.0M | 132k | 38.04 |
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