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WisdomTree MidCap Dividend Fund shares owned by IFG Advisory

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

Historical chart of IFG Advisory investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by IFG Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 84k 45.69
2023-09-30 $3.4M 83k 40.96
2023-06-30 $3.5M 82k 42.05
2023-03-31 $3.4M 82k 40.98
2022-12-31 $3.0M 74k 41.14
2022-09-30 $2.6M 70k 37.67
2022-06-30 $907k 23k 38.97
2022-03-31 $364k 8.2k 44.32
2021-12-31 $379k 8.6k 44.31
2021-09-30 $360k 8.7k 41.41
2021-06-30 $364k 8.7k 41.87
2021-03-31 $351k 8.7k 40.37
2020-12-31 $298k 8.6k 34.80
2020-09-30 $259k 9.0k 28.86
2020-06-30 $271k 9.6k 28.31
2020-03-31 $213k 8.8k 24.13
2019-12-31 $267k 7.0k 38.03

More positions owned by IFG Advisory

SPDR S&P MF Closed and MF Open (SPY)
Vanguard Total MF Closed and MF Open (VTI)
Invesco Russell MF Closed and MF Open (OMFL)
Vanguard S&p MF Closed and MF Open (VOO)
Proshares Trust MF Closed and MF Open (NOBL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FTCS)
Apple Common Stock (AAPL)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FVD)
Vanguard High MF Closed and MF Open (VYM)
Microsoft Corp Common Stock (MSFT)
Dimensional World MF Closed and MF Open (DFAX)
Invesco Total MF Closed and MF Open (GTO)
Spdr Dow MF Closed and MF Open (DIA)

View all positions for IFG Advisory

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