WisdomTree MidCap Dividend Fund shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment 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 Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Fernwood Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $153k | 3.1k | 48.77 |
2022-12-31 | $204k | 4.9k | 41.14 |
2022-03-31 | $264k | 5.9k | 44.44 |
2021-12-31 | $263k | 5.9k | 44.28 |
2021-09-30 | $246k | 5.9k | 41.44 |
2021-06-30 | $249k | 5.9k | 41.95 |
2021-03-31 | $238k | 5.9k | 40.41 |
2020-12-31 | $205k | 5.9k | 34.82 |
2020-06-30 | $218k | 7.7k | 28.37 |
2019-12-31 | $273k | 7.2k | 37.98 |
2019-09-30 | $286k | 7.9k | 36.26 |
2019-06-30 | $293k | 8.1k | 36.24 |
2019-03-31 | $279k | 7.8k | 35.84 |
2018-12-31 | $235k | 7.4k | 31.67 |
2018-09-30 | $242k | 6.6k | 36.95 |
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