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WisdomTree MidCap Dividend Fund shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Team Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 106k 45.69
2023-09-30 $4.3M 105k 40.96

More positions owned by Team Financial Group

Wt Flt Rt Trsry Etf (USFR)
Wt Us Lrg Fund Etf (EPS)
Wt Us Qlty Div Grwth Fund Etf (DGRW)
Wt U.s. Multifac Fund Etf (USMF)
Wt Us Smlcp Qlty Div Grth Fund Etf (DGRS)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Total Return Bond Etf Etf (PTRB)
Wt Us Value Fund Etf (WTV)
Vanguard St Bond Etf Etf (BSV)
Wt U.s. Midcap Div Fund Etf (DON)
Wt Enh Commdty Stgy Etf (GCC)
Pacer Us Lrg Cp Grwth Etf Etf (COWG)
Spdr Gold Minishares Trust Etf (GLDM)
Pgim Ultra Short Bond Etf Etf (PULS)
Schwab U.s. Lrg-cap Growth Etf Etf (SCHG)

View all positions for Team Financial Group

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