WisdomTree MidCap Dividend Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 22k | 52.30 |
| 2025-06-30 | $1.1M | 21k | 50.12 |
| 2025-03-31 | $1.0M | 20k | 49.52 |
| 2024-12-31 | $978k | 19k | 50.97 |
| 2024-09-30 | $985k | 19k | 51.13 |
| 2024-06-30 | $913k | 20k | 46.77 |
| 2024-03-31 | $1.0M | 21k | 48.77 |
| 2023-12-31 | $917k | 20k | 45.69 |
| 2023-09-30 | $807k | 20k | 40.96 |
| 2023-06-30 | $913k | 22k | 42.05 |
| 2023-03-31 | $2.3M | 57k | 40.98 |
| 2022-12-31 | $2.2M | 55k | 41.14 |
| 2022-09-30 | $1.9M | 51k | 37.67 |
| 2022-06-30 | $1.9M | 48k | 38.98 |
| 2022-03-31 | $1.6M | 36k | 44.41 |
| 2021-12-31 | $1.6M | 37k | 44.37 |
| 2021-09-30 | $1.4M | 35k | 41.44 |
| 2021-03-31 | $3.4M | 84k | 40.42 |
| 2020-09-30 | $881k | 31k | 28.92 |
| 2020-06-30 | $880k | 31k | 28.35 |
| 2020-03-31 | $694k | 29k | 24.13 |
| 2019-12-31 | $3.2M | 83k | 38.03 |
| 2019-09-30 | $2.6M | 71k | 36.30 |
| 2019-06-30 | $2.1M | 58k | 36.20 |
| 2019-03-31 | $1.9M | 53k | 35.77 |
| 2018-12-31 | $336k | 11k | 31.56 |
| 2018-09-30 | $138k | 3.7k | 36.85 |
| 2018-06-30 | $81k | 2.3k | 35.68 |
| 2018-03-31 | $61k | 1.8k | 33.89 |
| 2017-12-31 | $63k | 1.8k | 35.00 |
| 2017-09-30 | $61k | 620 | 98.39 |
| 2017-06-30 | $124k | 1.3k | 97.25 |
| 2017-03-31 | $125k | 1.3k | 97.28 |
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