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WisdomTree MidCap Dividend Fund shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth Advisors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 92k 48.77
2023-12-31 $4.1M 91k 45.69
2023-09-30 $3.9M 95k 40.96
2023-06-30 $3.8M 91k 42.05
2023-03-31 $3.1M 75k 40.98
2022-12-31 $3.1M 74k 41.14
2022-09-30 $2.6M 69k 37.67
2022-06-30 $2.6M 67k 38.98
2022-03-31 $3.0M 67k 44.41
2021-12-31 $2.6M 59k 44.39

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
First Tr Exchange-traded First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)

View all positions for Long Run Wealth Advisors

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