WisdomTree MidCap Dividend Fund shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $257k | 5.0k | 51.13 |
| 2024-06-30 | $235k | 5.0k | 46.77 |
| 2024-03-31 | $243k | 5.0k | 48.77 |
| 2023-12-31 | $226k | 4.9k | 45.69 |
| 2023-09-30 | $209k | 5.1k | 40.96 |
| 2023-06-30 | $224k | 5.3k | 42.05 |
| 2023-03-31 | $236k | 5.7k | 40.98 |
| 2022-12-31 | $247k | 6.0k | 41.14 |
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