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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
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 Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
iShares S&P MidCap 400 Index (IJH)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Ishares Tr core div grwth (DGRO)
iShares S&P 500 Index (IVV)
iShares Russell 2000 Index (IWM)
Exxon Mobil Corporation (XOM)
Ishares Inc emrgmkt dividx (DVYE)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Qualcomm (QCOM)
Verizon Communications (VZ)
Coca-Cola Company (KO)

View all positions for Argent Advisors

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