David J.Sculati »

WisdomTree MidCap Dividend Fund shares owned by David J.Sculati

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by David J.Sculati from 13F filings

Historical chart of David J.Sculati investment in WisdomTree MidCap Dividend Fund

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All positions including WisdomTree MidCap Dividend Fund held by David J.Sculati consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by David J.Sculati

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 103k 48.77
2023-12-31 $5.4M 119k 45.69
2023-09-30 $4.9M 120k 40.96
2023-06-30 $4.9M 118k 42.05
2023-03-31 $4.6M 113k 40.98
2022-12-31 $4.5M 109k 41.14
2022-09-30 $4.2M 112k 37.67
2022-06-30 $4.6M 117k 38.98
2022-03-31 $5.2M 118k 44.42
2021-12-31 $5.2M 116k 44.36
2021-09-30 $4.7M 113k 41.45
2021-06-30 $4.8M 114k 41.95
2021-03-31 $4.4M 109k 40.42
2020-12-31 $3.4M 98k 34.81
2020-09-30 $1.0M 36k 28.92
2020-06-30 $924k 33k 28.33
2020-03-31 $935k 39k 24.17
2019-12-31 $1.5M 39k 38.05
2019-09-30 $1.2M 32k 36.32
2019-06-30 $962k 27k 36.18
2019-03-31 $794k 22k 35.80

More positions owned by David J.Sculati

Berkshire Hathaway CL B (BRK.B)
Alphabet Stk Cl A (GOOGL)
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)
Microsoft Corporation (MSFT)
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)
Marathon Petroleum Corp (MPC)
Meta Platforms Inc Class A Cl A (META)
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)
CVS Caremark Corporation (CVS)
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)
Apple (AAPL)

View all positions for David J.Sculati

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