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WisdomTree MidCap Dividend Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $19M 468k 40.96
2023-06-30 $18M 416k 42.05
2023-03-31 $21M 514k 40.98
2022-12-31 $14M 329k 41.14
2022-09-30 $14M 363k 37.67
2022-06-30 $14M 366k 38.98
2022-03-31 $18M 397k 44.42
2021-12-31 $16M 354k 44.36
2021-09-30 $19M 462k 41.45
2021-06-30 $18M 422k 41.95
2021-03-31 $18M 443k 40.42
2020-12-31 $8.2M 236k 34.81
2020-09-30 $8.0M 276k 28.92
2020-06-30 $7.6M 268k 28.34
2020-03-31 $11M 434k 24.16
2019-12-31 $20M 524k 38.04
2019-09-30 $19M 528k 36.31
2019-06-30 $19M 534k 36.20
2019-03-31 $17M 486k 35.79
2018-12-31 $12M 382k 31.63
2018-09-30 $4.3M 116k 36.88
2018-06-30 $5.7M 159k 35.81
2018-03-31 $5.8M 171k 34.16
2017-12-31 $4.1M 117k 35.28
2017-09-30 $4.3M 43k 99.98
2017-06-30 $4.3M 44k 97.73
2017-03-31 $4.3M 44k 97.51
2016-12-31 $3.7M 39k 94.40
2016-09-30 $2.9M 32k 90.87
2016-06-30 $2.5M 28k 89.50
2016-03-31 $2.3M 27k 86.12
2015-12-31 $1.9M 23k 80.53
2015-09-30 $1.2M 16k 77.69
2015-06-30 $1.1M 14k 82.65
2015-03-31 $1.2M 14k 86.09
2014-12-31 $879k 11k 83.71
2014-09-30 $1.1M 14k 78.25
2014-06-30 $5.0M 61k 81.65
2014-03-31 $5.3M 69k 77.06
2013-12-31 $5.7M 77k 74.61
2013-09-30 $5.4M 78k 69.52
2013-06-30 $616k 9.4k 65.58

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset 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