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WisdomTree MidCap Dividend Fund shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment 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 AssuredPartners Investment 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $783k 15k 51.60
2025-03-31 $572k 12k 49.52

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Micron Technology (MU)
Tesla Motors (TSLA)

View all positions for AssuredPartners Investment Advisors

Top funds holding WisdomTree MidCap Dividend Fund

LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund