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WisdomTree MidCap Dividend Fund shares owned by Budros, Ruhlin & Roe

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Budros, Ruhlin & Roe from 13F filings

Historical chart of Budros, Ruhlin & Roe investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Budros, Ruhlin & Roe consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Budros, Ruhlin & Roe

Quarter filed Position value Share count Share price at filing
2022-09-30 $214k 5.7k 37.75
2022-06-30 $221k 5.7k 38.98

More positions owned by Budros, Ruhlin & Roe

Berkshire Hathaway Cl B Cl B New (BRK.B)
Schwab Fundamental Intl Lg Co ETF Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Cl A (BRK.A)
iShares MSCI Intl Quality Factor ETF Msci Intl Qualty (IQLT)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Ishares Tr Intl Eqty Factor (INTF)
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)
Advanced Drain Sys Inc Del (WMS)
Invesco FTSE RAFI Dev Mkts ex-US ETF Ftse Rafi Dev (PXF)
Apple (AAPL)
Harbor Long Term Growers Long Term Grower (WINN)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
Elements Rogers Intl Commodity ETN Rog Ttl Etn 22
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Budros, Ruhlin & Roe

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