Beacon Financial Advisory »

WisdomTree MidCap Dividend Fund shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 5.6k 52.30
2025-06-30 $313k 6.2k 50.12
2025-03-31 $374k 7.6k 49.52
2024-12-31 $232k 4.6k 50.97

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

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