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WisdomTree MidCap Dividend Fund shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 87k 52.30
2025-06-30 $4.4M 89k 50.12
2025-03-31 $4.6M 93k 49.52
2024-12-31 $4.8M 94k 50.97
2024-09-30 $4.8M 93k 51.31
2024-06-30 $4.3M 92k 46.77

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)

View all positions for Cascade Financial Partners

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
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