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WisdomTree MidCap Dividend Fund shares owned by Mather Group

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

Historical chart of Mather 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 Mather 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 Mather Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 55k 45.69
2023-12-31 $2.7M 58k 45.69
2023-09-30 $2.6M 63k 40.96
2023-06-30 $2.6M 63k 42.05
2023-03-31 $2.7M 66k 40.98
2022-12-31 $2.8M 68k 41.14
2022-09-30 $2.6M 68k 37.68
2022-06-30 $2.8M 73k 38.99
2022-03-31 $1.0M 23k 44.43

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Mather 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