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WisdomTree MidCap Dividend Fund shares owned by Southland Equity Partners

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Southland Equity Partners from 13F filings

Historical chart of Southland Equity Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Southland Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Southland Equity Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 30k 51.13
2024-06-30 $1.4M 30k 46.77
2024-03-31 $1.5M 30k 48.77
2023-12-31 $1.4M 30k 45.69
2023-09-30 $1.2M 30k 40.96
2023-06-30 $1.3M 31k 42.05
2023-03-31 $1.3M 31k 40.98
2022-12-31 $1.3M 32k 41.14
2022-09-30 $1.2M 32k 37.67
2022-06-30 $1.3M 32k 38.98
2022-03-31 $1.4M 32k 44.42
2021-12-31 $1.4M 33k 44.36
2021-09-30 $1.4M 33k 41.45
2021-06-30 $1.4M 33k 41.95
2021-03-31 $1.4M 36k 40.42
2020-12-31 $1.2M 36k 34.81