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WisdomTree MidCap Dividend Fund shares owned by Argent Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Argent Advisors from 13F filings

Historical chart of Argent Advisors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Argent Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 4.7k 51.13
2024-06-30 $220k 4.7k 46.77
2024-03-31 $245k 5.0k 48.77
2023-12-31 $239k 5.2k 45.69
2023-09-30 $214k 5.2k 40.96
2019-12-31 $0 1 0.00

More positions owned by Argent Advisors

Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P MidCap 400 Index (IJH)
Ishares Tr core strm usbd (ISTB)
iShares Lehman 1-3 Year Treas.Bond (SHY)
iShares Russell 2000 Index (IWM)
Ishares Tr core div grwth (DGRO)
iShares S&P 500 Index (IVV)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Ishares Inc emrgmkt dividx (DVYE)
First Tr Exchange-traded (KNG)
Microsoft Corporation (MSFT)
iShares Dow Jones Select Dividend (DVY)
Coca-Cola Company (KO)

View all positions for Argent Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
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
IAG Wealth Partners
Keybank National Association
Trajan Wealth
Raymond James & Associates

View all funds holding WisdomTree MidCap Dividend Fund