WisdomTree MidCap Dividend Fund shares owned by A. Montag and Associates
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in WisdomTree MidCap Dividend Fund
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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 22k | 48.77 |
| 2023-12-31 | $1.0M | 22k | 45.71 |
| 2023-09-30 | $909k | 22k | 40.96 |
| 2023-06-30 | $932k | 22k | 42.05 |
| 2023-03-31 | $908k | 22k | 40.98 |
| 2022-12-31 | $440k | 11k | 41.14 |
| 2022-09-30 | $402k | 11k | 37.70 |
| 2022-06-30 | $286k | 7.3k | 39.04 |
| 2022-03-31 | $325k | 7.3k | 44.45 |
| 2021-12-31 | $324k | 7.3k | 44.35 |
| 2021-09-30 | $302k | 7.3k | 41.42 |
| 2021-06-30 | $305k | 7.3k | 41.89 |
| 2021-03-31 | $294k | 7.3k | 40.44 |
| 2020-12-31 | $243k | 7.0k | 34.75 |
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