WisdomTree MidCap Dividend Fund shares owned by Wambolt & Associates
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $311k | 6.8k | 45.69 |
| 2023-09-30 | $409k | 10k | 40.26 |
| 2023-06-30 | $483k | 12k | 42.05 |
| 2023-03-31 | $478k | 12k | 40.99 |
| 2022-12-31 | $487k | 12k | 41.14 |
| 2022-09-30 | $452k | 12k | 37.68 |
| 2022-06-30 | $474k | 12k | 38.98 |
| 2022-03-31 | $587k | 13k | 44.56 |
| 2021-12-31 | $569k | 13k | 44.34 |
| 2021-09-30 | $540k | 13k | 42.10 |
| 2021-06-30 | $550k | 13k | 42.34 |
| 2021-03-31 | $533k | 13k | 40.94 |
| 2020-12-31 | $521k | 15k | 34.82 |
| 2020-09-30 | $435k | 15k | 28.92 |
| 2020-06-30 | $480k | 17k | 28.37 |
| 2020-03-31 | $411k | 17k | 24.19 |
| 2019-12-31 | $663k | 17k | 38.01 |
| 2019-09-30 | $633k | 17k | 36.33 |
| 2019-06-30 | $641k | 18k | 36.19 |
| 2019-03-31 | $658k | 18k | 36.27 |
| 2018-12-31 | $539k | 17k | 31.61 |
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