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WisdomTree MidCap Dividend Fund shares owned by Yarger Wealth Strategies

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

Historical chart of Yarger Wealth Strategies investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Yarger Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 39k 45.69
2023-09-30 $1.7M 42k 40.96
2023-06-30 $1.7M 42k 42.05
2023-03-31 $1.7M 43k 40.98
2022-12-31 $1.8M 43k 41.14
2022-09-30 $1.6M 42k 37.68
2022-06-30 $1.7M 42k 39.53
2022-03-31 $1.8M 42k 44.41
2021-12-31 $1.8M 42k 44.36

More positions owned by Yarger Wealth Strategies

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Designer Brands Cl A (DBI)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN)
Amazon (AMZN)
T Rowe Price Etf Price Div Grwt (TDVG)
Vanguard Index Fds Mid Cap Etf (VO)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)

View all positions for Yarger Wealth Strategies

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