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WisdomTree MidCap Dividend Fund shares owned by Denver Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Denver Wealth Management from 13F filings

Historical chart of Denver Wealth 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 Denver Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Denver Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 22k 48.77
2023-12-31 $992k 22k 45.69
2023-09-30 $1.1M 27k 40.96
2023-06-30 $1.2M 29k 42.05
2023-03-31 $1.3M 31k 40.98
2022-12-31 $1.3M 31k 41.14

More positions owned by Denver Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
RBB Us Trsry 6 Mnth (XBIL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&p Divid Etf (SDY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)

View all positions for Denver Wealth Management

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