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WisdomTree MidCap Dividend Fund shares owned by Aspen Investment Management

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

Historical chart of Aspen Investment 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 Aspen Investment 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 Aspen Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $438k 9.6k 45.65
2023-09-30 $393k 9.6k 40.96
2023-06-30 $413k 9.8k 42.10
2023-03-31 $402k 9.8k 40.98
2022-12-31 $404k 9.8k 41.18
2022-09-30 $370k 9.8k 37.72
2022-06-30 $382k 9.8k 38.94
2022-03-31 $426k 9.6k 44.42
2021-12-31 $434k 9.8k 44.35
2021-09-30 $406k 9.8k 41.49
2021-06-30 $410k 9.8k 41.90
2021-03-31 $396k 9.8k 40.47
2020-12-31 $341k 9.8k 34.85
2020-09-30 $283k 9.8k 28.92
2020-06-30 $277k 9.8k 28.31
2020-03-31 $236k 9.8k 24.12
2019-12-31 $1.6M 41k 38.04
2019-09-30 $1.4M 39k 36.31
2019-06-30 $1.4M 39k 36.19
2019-03-31 $1.4M 38k 35.79
2018-12-31 $1.2M 39k 31.63
2018-09-30 $1.5M 40k 36.88
2018-06-30 $1.4M 40k 35.80
2018-03-31 $1.4M 42k 34.12
2017-12-31 $1.5M 43k 35.28
2017-09-30 $1.5M 15k 99.96
2017-06-30 $1.5M 15k 97.74
2017-03-31 $1.5M 15k 97.50
2016-12-31 $1.5M 16k 94.40
2016-09-30 $1.3M 15k 90.85
2016-06-30 $1.3M 15k 89.52
2016-03-31 $1.2M 14k 86.12
2015-12-31 $1.1M 14k 80.48
2015-09-30 $1.0M 14k 77.67
2015-06-30 $938k 11k 82.66
2015-03-31 $977k 11k 86.09
2014-12-31 $1.0M 12k 83.75
2014-09-30 $943k 12k 78.26
2014-06-30 $853k 11k 81.63
2014-03-31 $805k 10k 77.11
2013-12-31 $762k 10k 74.57
2013-09-30 $700k 10k 69.52
2013-06-30 $659k 10k 65.58

More positions owned by Aspen Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 0-5 High Yield (HYS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Aspen Investment Management

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