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Brady Martz Wealth Solutions »

WisdomTree MidCap Dividend Fund shares owned by Brady Martz Wealth Solutions

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

Historical chart of Brady Martz Wealth Solutions 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 Martz Wealth Solutions 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 Martz Wealth Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.9M	55k	52.30
2025-06-30	$2.8M	55k	50.12
2025-03-31	$2.8M	56k	49.52
2024-12-31	$2.9M	56k	51.21

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Ea Series Trust Ea Bridgeway Omn (BSVO)

Dimensional Etf Trust Short Duration F (DFSD)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Alps Etf Tr Intl Sec Dv Dog (IDOG)

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Spdr Series Trust Nuveen Ice High (HYMB)

Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brady Martz Wealth Solutions

Top funds holding WisdomTree MidCap Dividend Fund

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

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