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WisdomTree MidCap Dividend Fund shares owned by Equitable Holdings

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 61k 40.96
2023-06-30 $2.2M 51k 42.05
2023-03-31 $2.0M 48k 40.98
2022-12-31 $1.8M 45k 41.14
2022-09-30 $1.7M 46k 37.68
2022-06-30 $3.9M 101k 38.98
2022-03-31 $4.6M 103k 44.42
2021-12-31 $2.6M 59k 44.37
2021-09-30 $2.5M 61k 41.45
2021-06-30 $2.6M 63k 41.95
2021-03-31 $2.6M 65k 40.41
2020-12-31 $2.3M 65k 34.81
2020-09-30 $2.1M 74k 28.92
2020-06-30 $2.8M 99k 28.34
2020-03-31 $2.6M 106k 24.16
2019-12-31 $3.8M 101k 38.04

More positions owned by Equitable Holdings

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Morningstar Grwt (ILCG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)

View all positions for Equitable Holdings

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