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WisdomTree MidCap Dividend Fund shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in WisdomTree MidCap Dividend Fund

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All positions including WisdomTree MidCap Dividend Fund held by CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 57k 51.13
2024-06-30 $2.7M 57k 46.77
2024-03-31 $2.8M 57k 48.77
2023-12-31 $2.6M 57k 45.69
2023-09-30 $2.4M 58k 40.96
2023-06-30 $2.4M 58k 42.05
2023-03-31 $2.4M 58k 40.98
2022-12-31 $2.4M 58k 41.14
2022-06-30 $2.3M 60k 38.98
2022-03-31 $2.7M 60k 44.43
2021-12-31 $2.7M 60k 44.36
2021-09-30 $2.5M 60k 41.45
2021-06-30 $2.7M 64k 41.95
2021-03-31 $2.6M 64k 40.42
2020-12-31 $2.2M 64k 34.80
2020-09-30 $2.0M 68k 28.92
2020-06-30 $1.9M 68k 28.34
2019-12-31 $3.1M 81k 38.04
2019-09-30 $3.9M 107k 36.31
2019-06-30 $3.9M 107k 36.20
2019-03-31 $4.0M 113k 35.79
2018-12-31 $3.7M 119k 31.63
2018-09-30 $4.4M 119k 36.88
2018-06-30 $4.3M 119k 35.80
2018-03-31 $4.5M 131k 34.12
2017-12-31 $4.6M 131k 35.28
2017-09-30 $4.4M 44k 99.96
2017-06-30 $4.3M 44k 97.76
2017-03-31 $4.3M 44k 97.54
2016-12-31 $4.1M 43k 94.37
2016-09-30 $3.9M 43k 90.87
2016-06-30 $3.9M 43k 89.51
2016-03-31 $3.7M 43k 86.10
2015-12-31 $3.9M 49k 80.52
2015-09-30 $3.8M 49k 77.66
2015-06-30 $4.1M 49k 82.65
2015-03-31 $3.8M 44k 86.08
2014-12-31 $3.8M 46k 83.75
2014-09-30 $4.0M 52k 78.27
2014-06-30 $4.3M 53k 81.65
2014-03-31 $4.2M 55k 77.07
2013-12-31 $4.7M 63k 74.62
2013-09-30 $5.2M 74k 69.52

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

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