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WisdomTree MidCap Dividend Fund shares owned by HF Advisory Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by HF Advisory Group from 13F filings

Historical chart of HF Advisory Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by HF Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 35k 48.77
2023-12-31 $1.4M 31k 45.69
2023-09-30 $1.1M 27k 41.12
2023-06-30 $1.1M 27k 42.05
2023-03-31 $1.0M 25k 40.98
2022-12-31 $1.0M 25k 41.14

More positions owned by HF Advisory Group

Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Ishares Tr Faln Angls Usd (FALN)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Vanguard World Mega Cap Index (MGC)
Booking Holdings (BKNG)
Spdr Ser Tr Portfli High Yld (SPHY)
Global X Fds Nasdaq 100 Cover (QYLD)

View all positions for HF Advisory Group

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