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WisdomTree MidCap Dividend Fund shares owned by GW & Wade

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 180k 45.69
2023-09-30 $8.9M 218k 40.96
2023-06-30 $9.4M 224k 42.05
2023-03-31 $10M 254k 40.98
2022-12-31 $10M 246k 41.14
2022-09-30 $4.5M 119k 37.67
2022-06-30 $3.3M 84k 38.98
2022-03-31 $2.0M 45k 44.42
2021-12-31 $1.9M 42k 44.37
2021-09-30 $2.1M 50k 41.44
2021-06-30 $2.0M 49k 41.95
2021-03-31 $1.9M 48k 40.42
2020-12-31 $1.9M 54k 34.80
2020-09-30 $1.7M 57k 28.92
2020-06-30 $1.8M 62k 28.35
2020-03-31 $2.3M 95k 24.16
2019-12-31 $4.7M 125k 38.04
2019-09-30 $4.6M 127k 36.31
2019-06-30 $4.6M 128k 36.20
2019-03-31 $4.4M 124k 35.79
2018-12-31 $3.9M 122k 31.63
2018-09-30 $4.4M 119k 36.88
2018-06-30 $4.1M 115k 35.80
2018-03-31 $3.8M 112k 34.12
2017-12-31 $3.8M 108k 35.28
2017-09-30 $3.2M 32k 99.97
2017-06-30 $2.9M 30k 97.75
2017-03-31 $2.7M 28k 97.54
2016-12-31 $2.1M 22k 94.39
2016-09-30 $1.7M 19k 90.86
2016-06-30 $1.2M 13k 89.49
2016-03-31 $1.2M 14k 86.09
2015-12-31 $1.1M 14k 80.52
2015-09-30 $1.1M 14k 77.69
2015-06-30 $1.2M 14k 82.67
2015-03-31 $1.2M 14k 86.10
2014-12-31 $1.3M 16k 83.72
2014-09-30 $1.3M 16k 78.28
2014-06-30 $990k 12k 81.69
2014-03-31 $897k 12k 77.07
2013-12-31 $836k 11k 74.58
2013-09-30 $753k 11k 69.48
2013-06-30 $711k 11k 65.60

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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