WisdomTree MidCap Dividend Fund shares owned by Source Financial Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $357k | 7.0k | 51.13 |
| 2024-06-30 | $327k | 7.0k | 46.77 |
| 2024-03-31 | $341k | 7.0k | 48.77 |
| 2023-12-31 | $319k | 7.0k | 45.69 |
| 2023-09-30 | $286k | 7.0k | 40.96 |
| 2023-06-30 | $294k | 7.0k | 42.05 |
| 2023-03-31 | $287k | 7.0k | 40.98 |
| 2022-12-31 | $288k | 7.0k | 41.14 |
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