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WisdomTree MidCap Dividend Fund shares owned by Causey Wealth

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

Historical chart of Causey Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $944k 18k 52.54
2025-12-31 $1.2M 24k 51.60

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding WisdomTree MidCap Dividend Fund

UBS Group
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Commonwealth Equity Services
Keybank National Association
IAG Wealth Partners
Cetera Investment Advisers
Coldstream Capital Management
Stonebridge Financial Group

View all funds holding WisdomTree MidCap Dividend Fund