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WisdomTree MidCap Dividend Fund shares owned by Atlas Private Wealth Advisors

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

Historical chart of Atlas Private Wealth 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 Atlas Private Wealth 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $461k 10k 45.69
2023-09-30 $312k 7.6k 40.96
2023-06-30 $203k 4.8k 42.05

More positions owned by Atlas Private Wealth Advisors

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)

View all positions for Atlas Private Wealth 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