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WisdomTree MidCap Dividend Fund shares owned by Private Advisor

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

Historical chart of Private Advisor investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 186k 45.69
2023-09-30 $6.6M 161k 40.96
2023-06-30 $6.8M 156k 43.67
2023-03-31 $6.6M 160k 40.98
2022-12-31 $4.9M 167k 29.59
2022-09-30 $6.8M 180k 37.67
2022-06-30 $6.8M 174k 38.98
2022-03-31 $7.1M 160k 44.42
2021-12-31 $3.2M 72k 44.37
2021-09-30 $4.1M 99k 41.45
2021-06-30 $3.0M 72k 41.94
2021-03-31 $2.7M 67k 40.42
2020-12-31 $2.5M 71k 34.80
2020-09-30 $2.0M 70k 28.93
2020-06-30 $2.3M 83k 28.34
2020-03-31 $2.8M 118k 24.16
2019-12-31 $4.6M 122k 38.04
2019-09-30 $4.5M 123k 36.31
2019-06-30 $4.6M 127k 36.20
2019-03-31 $4.5M 126k 35.79
2018-12-31 $4.0M 127k 31.63
2018-09-30 $4.4M 120k 36.88
2018-06-30 $2.7M 74k 36.01
2018-03-31 $2.4M 70k 34.11
2017-12-31 $2.7M 74k 35.79
2017-09-30 $4.5M 45k 100.37
2017-06-30 $4.1M 42k 97.17
2017-03-31 $2.6M 27k 96.51
2016-12-31 $1.9M 20k 95.60
2016-09-30 $1.4M 16k 89.32
2016-06-30 $1.3M 15k 89.32
2016-03-31 $1.1M 13k 86.13
2015-12-31 $1.0M 13k 80.53
2015-09-30 $907k 12k 77.63
2015-06-30 $824k 10k 82.61
2015-03-31 $830k 9.6k 86.08
2014-12-31 $844k 10k 83.70
2014-09-30 $767k 9.8k 78.31
2014-06-30 $764k 9.4k 81.69
2014-03-31 $651k 8.4k 77.11
2013-12-31 $524k 7.0k 74.57

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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