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WisdomTree MidCap Dividend Fund shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.8M 201k 48.77
2023-12-31 $9.5M 209k 45.69
2023-09-30 $9.9M 242k 40.96
2022-06-30 $702k 18k 39.54
2022-03-31 $5.0M 113k 44.39
2021-12-31 $10M 239k 43.22
2021-09-30 $3.6M 82k 43.71

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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