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WisdomTree MidCap Dividend Fund shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 4.5k 52.30
2025-06-30 $224k 4.5k 50.12
2025-03-31 $221k 4.5k 49.52

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Badgley Phelps Wealth Managers

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