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WisdomTree MidCap Dividend Fund shares owned by Saxon Interests

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

Historical chart of Saxon Interests investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 16k 48.77
2023-12-31 $754k 17k 45.69

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

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