Argent Financial Group »

WisdomTree MidCap Dividend Fund shares owned by Argent Financial Group

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

Historical chart of Argent Financial Group 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 Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Argent Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $640k 13k 51.13

More positions owned by Argent Financial Group

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Vanguard Etf-equity (VEA)
Abbvie Common Stock (ABBV)
Alphabet Common Stock (GOOG)
SPDR S&P 500 Etf-equity (SPY)
Qualcomm Common Stock (QCOM)
Unitedhealth Group Common Stock (UNH)
Jpmorgan Chase & Co Common Stock (JPM)
Oracle Corp Common Stock (ORCL)
Home Depot Common Stock (HD)
Walmart Common Stock (WMT)
Alphabet Common Stock (GOOGL)
Johnson & Johnson Common Stock (JNJ)
Visa Common Stock (V)

View all positions for Argent Financial Group

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund