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WisdomTree MidCap Dividend Fund shares owned by Guidance Capital

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

Historical chart of Guidance Capital investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Guidance Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $623k 14k 46.05
2023-12-31 $382k 8.4k 45.76
2023-09-30 $304k 7.6k 39.73
2023-06-30 $321k 7.4k 43.54

More positions owned by Guidance Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Silver Tr Ishares (SLV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Guidance Capital

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