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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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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
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