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WisdomTree MidCap Dividend Fund shares owned by Brady Family Wealth

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

Historical chart of Brady Family Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Brady Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $741k 16k 45.69
2023-09-30 $662k 16k 40.96
2023-06-30 $676k 16k 42.05
2023-03-31 $655k 16k 40.98
2022-12-31 $655k 16k 41.14

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Accenture Plc Ireland Shs Class A (ACN)
Stryker Corporation (SYK)
Abbott Laboratories (ABT)
Visa Com Cl A (V)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Broadridge Financial Solutions (BR)
Texas Instruments Incorporated (TXN)
Cisco Systems (CSCO)
Chubb (CB)

View all positions for Brady Family Wealth

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