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WisdomTree MidCap Dividend Fund shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital 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 Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7k 38 45.68
2023-12-31 $1.7k 38 45.68

More positions owned by Transcendent Capital Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr Gold Shares Gold Shs (GLD)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Ishares Tr Cohen Steer Reit Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Pacer Us Small Cap Cash Cows 100 Etf Pacer Us Small (CALF)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)

View all positions for Transcendent Capital 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