WisdomTree MidCap Dividend Fund shares owned by Strategic Financial
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in WisdomTree MidCap Dividend Fund
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All positions including WisdomTree MidCap Dividend Fund held by Strategic Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $937k | 21k | 45.69 |
| 2023-09-30 | $864k | 21k | 40.96 |
| 2023-06-30 | $896k | 21k | 42.05 |
| 2023-03-31 | $875k | 21k | 40.98 |
| 2022-12-31 | $893k | 22k | 41.14 |
| 2022-09-30 | $817k | 22k | 37.65 |
| 2022-06-30 | $849k | 22k | 38.98 |
| 2022-03-31 | $967k | 22k | 44.40 |
| 2021-12-31 | $971k | 22k | 44.38 |
| 2021-09-30 | $907k | 22k | 41.45 |
| 2021-06-30 | $918k | 22k | 41.96 |
| 2021-03-31 | $884k | 22k | 40.40 |
| 2020-12-31 | $789k | 23k | 34.82 |
| 2020-09-30 | $679k | 24k | 28.91 |
| 2020-06-30 | $697k | 25k | 28.34 |
| 2020-03-31 | $682k | 28k | 24.14 |
| 2019-12-31 | $1.1M | 29k | 38.03 |
| 2019-09-30 | $1.1M | 29k | 36.33 |
| 2019-06-30 | $1.1M | 29k | 36.21 |
| 2019-03-31 | $1.2M | 32k | 35.79 |
| 2018-12-31 | $1.1M | 36k | 31.62 |
| 2018-09-30 | $1.3M | 36k | 36.87 |
| 2018-06-30 | $1.2M | 35k | 35.79 |
| 2018-03-31 | $1.2M | 34k | 34.13 |
| 2017-12-31 | $1.5M | 44k | 35.27 |
| 2017-09-30 | $1.7M | 17k | 99.94 |
| 2017-06-30 | $1.6M | 16k | 97.77 |
| 2017-03-31 | $1.5M | 16k | 97.52 |
| 2016-12-31 | $1.3M | 14k | 94.35 |
| 2016-09-30 | $1.3M | 14k | 90.84 |
| 2016-06-30 | $1.1M | 12k | 89.49 |
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