WisdomTree MidCap Dividend Fund shares owned by Wealth Management Associates
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 7.1k | 52.30 |
| 2025-06-30 | $354k | 7.1k | 50.12 |
| 2025-03-31 | $326k | 6.6k | 49.52 |
| 2024-12-31 | $337k | 6.6k | 50.97 |
| 2024-09-30 | $351k | 6.9k | 51.13 |
| 2024-06-30 | $320k | 6.9k | 46.77 |
| 2024-03-31 | $320k | 6.9k | 46.77 |
| 2023-12-31 | $308k | 6.7k | 45.69 |
| 2020-06-30 | $209k | 7.4k | 28.34 |
| 2019-12-31 | $280k | 7.4k | 38.04 |
| 2019-09-30 | $263k | 7.3k | 36.31 |
| 2019-06-30 | $233k | 6.4k | 36.20 |
| 2019-03-31 | $235k | 6.6k | 35.79 |
| 2018-12-31 | $205k | 6.5k | 31.63 |
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