WisdomTree MidCap Dividend Fund shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial 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 Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 31k | 51.13 |
| 2024-06-30 | $1.4M | 31k | 46.77 |
| 2024-03-31 | $1.6M | 32k | 48.77 |
| 2023-12-31 | $1.5M | 32k | 45.69 |
| 2023-09-30 | $1.3M | 32k | 40.96 |
| 2023-06-30 | $1.4M | 32k | 42.05 |
| 2023-03-31 | $1.3M | 32k | 40.98 |
| 2022-12-31 | $1.3M | 32k | 41.14 |
| 2022-09-30 | $1.2M | 33k | 37.67 |
| 2022-06-30 | $1.3M | 34k | 38.97 |
| 2022-03-31 | $1.5M | 35k | 44.42 |
| 2021-12-31 | $1.5M | 34k | 44.35 |
Top funds holding WisdomTree MidCap Dividend Fund
View all funds holding WisdomTree MidCap Dividend Fund