WisdomTree MidCap Dividend Fund shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $486k | 9.5k | 51.13 |
| 2024-06-30 | $440k | 9.4k | 46.77 |
| 2024-03-31 | $458k | 9.4k | 48.77 |
| 2023-12-31 | $428k | 9.4k | 45.69 |
| 2023-09-30 | $383k | 9.4k | 40.96 |
| 2023-06-30 | $407k | 9.7k | 42.05 |
| 2023-03-31 | $396k | 9.7k | 40.98 |
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