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WisdomTree MidCap Dividend Fund shares owned by Berkeley Capital Partners

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Berkeley Capital Partners from 13F filings

Historical chart of Berkeley Capital Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 54k 45.69
2023-09-30 $2.3M 56k 40.96
2023-06-30 $2.4M 56k 42.05
2023-03-31 $2.3M 56k 40.98
2022-12-31 $2.1M 52k 41.14
2022-09-30 $1.9M 50k 37.67
2022-06-30 $1.9M 49k 38.98
2022-03-31 $1.8M 41k 44.41
2021-12-31 $2.0M 45k 44.36
2021-09-30 $1.1M 27k 41.46

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Fds Industrial Etf (VIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Berkeley Capital Partners

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund