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WisdomTree MidCap Dividend Fund shares owned by Western Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 31k 51.13
2024-06-30 $474k 10k 46.77
2024-03-31 $488k 10k 48.77
2023-12-31 $458k 10k 45.69
2023-09-30 $412k 10k 40.96
2023-06-30 $405k 9.6k 42.05
2023-03-31 $449k 11k 40.98
2022-12-31 $556k 14k 41.14
2022-09-30 $862k 23k 37.62
2022-06-30 $661k 17k 39.11
2022-03-31 $858k 19k 44.38
2021-12-31 $442k 10k 44.35
2021-06-30 $551k 13k 42.15
2021-03-31 $547k 14k 40.39
2020-12-31 $564k 16k 34.78
2020-09-30 $423k 15k 28.95
2020-06-30 $440k 16k 28.43
2020-03-31 $310k 13k 24.19
2019-12-31 $436k 11k 38.08
2019-09-30 $406k 11k 36.42
2019-06-30 $400k 11k 36.35
2019-03-31 $432k 12k 36.00
2018-12-31 $360k 11k 31.69