Capital Advisory Group Advisory Services »

WisdomTree MidCap Dividend Fund shares owned by Capital Advisory Group Advisory Services

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

Historical chart of Capital Advisory Group Advisory Services 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 Advisory Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Capital Advisory Group Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $313k 6.0k 52.30
2025-06-30 $282k 5.6k 50.12
2025-03-31 $859k 17k 49.52
2024-12-31 $750k 15k 50.97