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WisdomTree MidCap Dividend Fund shares owned by Capital Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 33k 51.13
2024-06-30 $1.6M 33k 46.77
2024-03-31 $1.6M 33k 48.76
2023-12-31 $1.5M 34k 45.70
2023-09-30 $1.4M 34k 40.96
2023-06-30 $1.4M 34k 42.05
2023-03-31 $1.4M 35k 40.99
2022-12-31 $1.4M 34k 41.13
2022-09-30 $1.3M 33k 37.68
2022-06-30 $1.2M 32k 39.00
2022-03-31 $1.4M 30k 44.43
2021-12-31 $1.3M 28k 44.37
2021-09-30 $1.2M 29k 41.45
2021-06-30 $1.2M 29k 41.95
2021-03-31 $1.1M 28k 40.43
2020-12-31 $961k 28k 34.80
2020-09-30 $1.1M 37k 28.91
2020-06-30 $1.1M 40k 28.35
2020-03-31 $1.6M 68k 24.16
2019-12-31 $2.5M 66k 38.04
2019-09-30 $2.1M 60k 35.97
2019-06-30 $1.6M 45k 36.21
2019-03-31 $1.8M 51k 35.79
2018-12-31 $1.5M 46k 31.62
2018-09-30 $689k 19k 36.86
2018-06-30 $622k 17k 35.80
2018-03-31 $574k 17k 34.12
2017-12-31 $596k 17k 35.26
2017-09-30 $563k 5.6k 99.95
2017-06-30 $490k 5.0k 97.78
2017-03-31 $418k 4.3k 97.46
2016-12-31 $65k 687 94.61
2016-09-30 $62k 687 90.25
2016-06-30 $61k 687 88.79
2016-03-31 $93k 1.1k 85.87
2015-12-31 $55k 687 80.06
2015-09-30 $7.0k 87 80.46
2015-06-30 $7.0k 87 80.46
2015-03-31 $7.0k 87 80.46
2014-12-31 $7.0k 87 80.46

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
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

View all funds holding WisdomTree MidCap Dividend Fund