SPC Financial »

WisdomTree MidCap Dividend Fund shares owned by SPC Financial

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

Historical chart of SPC Financial investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by SPC Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $274k 6.0k 45.69
2023-09-30 $246k 6.0k 40.96
2023-06-30 $252k 6.0k 42.05
2023-03-31 $246k 6.0k 40.98
2022-12-31 $247k 6.0k 41.14
2022-09-30 $233k 6.2k 37.62
2022-06-30 $241k 6.2k 38.91
2019-03-31 $224k 6.3k 35.83

More positions owned by SPC Financial

Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Sp Smcp600vl Etf (IJS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Us Home Cons Etf (ITB)

View all positions for SPC Financial

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