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WisdomTree MidCap Dividend Fund shares owned by Avant Capital

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Avant Capital from 13F filings

Historical chart of Avant Capital investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Avant Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Avant Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 4.6k 52.30
2025-06-30 $213k 4.2k 50.12
2025-03-31 $209k 4.2k 49.52
2024-12-31 $215k 4.2k 50.97

More positions owned by Avant Capital

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Proshares Tr S&p Mdcp 400 Div (REGL)

View all positions for Avant Capital

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