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WisdomTree MidCap Dividend Fund shares owned by Bsc Private Wealth Management

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

Historical chart of Bsc Private Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $393k 8.6k 45.69
2023-09-30 $352k 8.6k 40.96
2023-06-30 $361k 8.6k 42.05
2023-03-31 $692k 17k 40.98
2022-12-31 $717k 17k 41.14
2022-09-30 $656k 17k 37.67
2022-06-30 $693k 18k 38.97
2022-03-31 $794k 18k 44.43
2021-12-31 $856k 19k 44.36
2021-09-30 $837k 20k 41.45
2021-06-30 $868k 21k 41.95
2021-03-31 $845k 21k 40.44
2020-12-31 $776k 22k 34.80
2020-09-30 $846k 29k 28.93
2020-06-30 $855k 30k 28.32
2020-03-31 $938k 39k 24.17
2019-12-31 $1.9M 49k 38.05
2019-09-30 $2.1M 58k 36.30
2019-06-30 $2.5M 68k 36.20
2019-03-31 $3.1M 86k 35.79
2018-12-31 $3.7M 116k 31.63
2018-09-30 $4.7M 127k 36.88
2018-06-30 $4.6M 127k 35.80
2018-03-31 $4.2M 123k 34.12
2017-12-31 $3.8M 109k 35.28
2017-09-30 $3.6M 36k 100.36
2017-06-30 $3.3M 34k 97.14
2017-03-31 $3.1M 32k 96.51
2016-12-31 $2.9M 31k 95.09
2016-09-30 $2.8M 31k 89.34
2016-06-30 $2.8M 32k 89.34

More positions owned by Bsc Private Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bsc Private Wealth Management

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