WisdomTree MidCap Dividend Fund shares owned by Summit Financial
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in WisdomTree MidCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Dividend Fund held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Summit Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $451k | 9.2k | 48.77 |
2023-12-31 | $315k | 6.9k | 45.71 |
2023-09-30 | $291k | 7.1k | 40.96 |
2023-06-30 | $299k | 7.1k | 42.05 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund