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WisdomTree MidCap Dividend Fund shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 530 51.13

More positions owned by Alpine Bank Wealth Management

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Simplify Exchange Traded Fun (MTBA)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchng Traded Fd Tr (IDMO)
Janus Detroit Str Tr (JAAA)
Ishares Tr usa min vo (USMV)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
Colgate-Palmolive Company (CL)
Wells Fargo & Company (WFC)
iShares S&P 500 Growth Index (IVW)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Alpine Bank Wealth Management

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund