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WisdomTree MidCap Dividend Fund shares owned by Principal Securities

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

Historical chart of Principal Securities investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Principal Securities

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 34k 45.69

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Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Us Mega Cp Etf (USMC)
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Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Etf (IWB)
Principal Exchange Traded Prnc Invt Grad (IG)
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Apple (AAPL)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Principal Securities

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