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WisdomTree MidCap Dividend Fund shares owned by Main Street Financial Solutions

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Main Street Financial Solutions from 13F filings

Historical chart of Main Street Financial Solutions investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Main Street Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Main Street Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 73k 48.77
2023-12-31 $4.9M 108k 45.69
2023-09-30 $4.5M 111k 40.96
2023-06-30 $4.7M 111k 42.05
2023-03-31 $4.5M 111k 40.98
2022-12-31 $4.4M 108k 41.14
2022-09-30 $4.3M 110k 38.82

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View all positions for Main Street Financial Solutions

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