WisdomTree MidCap Dividend Fund shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $7.5M | 215k | 34.81 |
| 2020-09-30 | $48M | 1.7M | 28.92 |
| 2020-06-30 | $58M | 2.1M | 28.34 |
| 2020-03-31 | $48M | 2.0M | 24.16 |
| 2019-12-31 | $71M | 1.9M | 38.04 |
| 2019-09-30 | $67M | 1.8M | 36.31 |
| 2019-06-30 | $66M | 1.8M | 36.20 |
| 2019-03-31 | $63M | 1.8M | 35.79 |
| 2018-12-31 | $35M | 1.1M | 31.63 |
| 2018-09-30 | $40M | 1.1M | 36.88 |
| 2018-06-30 | $37M | 1.0M | 35.80 |
| 2018-03-31 | $30M | 295k | 99.95 |
| 2017-12-31 | $33M | 920k | 35.28 |
| 2017-09-30 | $30M | 295k | 99.95 |
| 2017-06-30 | $28M | 282k | 97.75 |
| 2017-03-31 | $26M | 266k | 97.53 |
| 2016-12-31 | $22M | 230k | 94.38 |
| 2016-09-30 | $20M | 217k | 90.88 |
| 2016-06-30 | $18M | 205k | 89.50 |
| 2016-03-31 | $17M | 194k | 86.11 |
| 2015-12-31 | $13M | 159k | 80.51 |
| 2015-09-30 | $11M | 144k | 77.66 |
| 2015-06-30 | $6.6M | 79k | 82.65 |
| 2015-03-31 | $6.2M | 73k | 86.08 |
| 2014-12-31 | $4.3M | 52k | 83.73 |
| 2014-09-30 | $3.4M | 43k | 78.26 |
| 2014-06-30 | $3.4M | 41k | 81.66 |
| 2014-03-31 | $2.7M | 35k | 77.06 |
| 2013-12-31 | $2.0M | 27k | 74.62 |
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