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WisdomTree MidCap Dividend Fund shares owned by JPL Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 44k 45.69

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Wisdomtree Tr Us Smallcap Divd (DES)
Alphabet Cap Stk Cl A (GOOGL)
Cisco Systems (CSCO)
Costco Wholesale Corporation (COST)
Thomson Reuters Corp. (TRI)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ares Management Corporation Cl A Com Stk (ARES)
Abbvie (ABBV)

View all positions for JPL Wealth Management

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