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WisdomTree MidCap Dividend Fund shares owned by Coastline Trust

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

Historical chart of Coastline Trust investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6k 50 51.14

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p500 Etf (IVV)
Vanguard Etf/usa Sm Cp Val Etf (VBR)
BlackRock Fund Advisors Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
BlackRock Fund Advisors Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)
Vanguard Etf/usa Total Stk Mkt (VTI)
SSgA Funds Management Tr Unit (SPY)
BlackRock Fund Advisors Msci Jpn Etf New (EWJ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

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