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WisdomTree MidCap Dividend Fund shares owned by Well Done

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Well Done from 13F filings

Historical chart of Well Done investment in WisdomTree MidCap Dividend Fund

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Well Done

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 42k 52.30
2025-06-30 $2.1M 42k 50.12
2025-03-31 $2.1M 42k 50.97
2024-12-31 $2.1M 41k 51.13
2024-09-30 $2.1M 41k 51.13
2024-06-30 $1.9M 40k 46.77
2024-03-31 $2.0M 41k 48.77
2023-12-31 $1.9M 41k 45.69
2023-09-30 $1.7M 42k 40.96
2023-06-30 $1.8M 42k 42.05
2023-03-31 $1.7M 42k 40.98
2022-12-31 $1.7M 42k 41.14
2022-09-30 $1.7M 45k 37.68
2022-06-30 $1.7M 44k 38.97
2022-03-31 $2.0M 44k 44.41
2021-12-31 $2.2M 49k 44.36
2021-09-30 $2.1M 50k 41.46
2021-06-30 $2.2M 53k 41.94
2021-03-31 $2.2M 54k 40.42
2020-12-31 $1.9M 55k 34.80
2020-09-30 $1.6M 56k 28.92
2020-06-30 $1.7M 58k 28.34
2020-03-31 $2.2M 90k 24.16
2019-12-31 $3.7M 98k 38.04
2019-09-30 $3.6M 98k 36.31
2019-06-30 $3.6M 100k 36.20
2019-03-31 $3.5M 99k 35.79
2018-12-31 $3.1M 99k 31.63
2018-09-30 $4.1M 112k 36.88
2018-06-30 $4.0M 112k 35.80
2018-03-31 $4.0M 118k 34.12
2017-12-31 $4.3M 122k 35.29
2017-09-30 $4.4M 44k 99.96
2017-06-30 $4.3M 44k 97.75
2017-03-31 $4.6M 47k 97.53
2016-12-31 $4.4M 46k 94.37
2016-09-30 $4.1M 45k 90.87
2016-06-30 $4.1M 46k 89.49
2016-03-31 $3.9M 45k 86.11
2015-12-31 $3.7M 46k 80.51

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Mmentm (MTUM)
Gentex Corporation (GNTX)
Ishares Gold Tr Ishares New (IAU)
Abbvie (ABBV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr Us Aer Def Etf (ITA)

View all positions for Well Done

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund