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WisdomTree MidCap Dividend Fund shares owned by Melone Private Wealth

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

Historical chart of Melone Private Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 327k 45.69
2023-09-30 $13M 315k 40.96
2023-06-30 $13M 298k 42.05
2023-03-31 $11M 279k 40.24
2022-12-31 $9.4M 229k 41.14
2022-09-30 $8.9M 224k 39.53
2022-06-30 $8.6M 218k 39.53
2022-03-31 $9.3M 216k 43.31
2021-12-31 $9.3M 209k 44.36

More positions owned by Melone Private Wealth

Wisdomtree Tr Us Midcap Divid (DON)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Wisdomtree Tr Us Total Dividnd (DTD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Portfolio Crport (SPBO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Nuveen (NMCO)
Nuveen Mun High Income Opp F (NMZ)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Melone Private Wealth

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