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WisdomTree MidCap Dividend Fund shares owned by Barrett & Company

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Barrett & Company from 13F filings

Historical chart of Barrett & Company investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 1.1k 51.13
2024-06-30 $49k 1.1k 46.77
2024-03-31 $51k 1.1k 48.77
2023-12-31 $48k 1.1k 45.69
2023-09-30 $43k 1.1k 40.96
2023-06-30 $44k 1.1k 42.05

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Exponential Tech (XT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Barrett & Company

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund