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WisdomTree MidCap Dividend Fund shares owned by Colony

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

Historical chart of Colony investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Colony

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.0M 170k 46.77
2024-03-31 $8.1M 166k 48.77

More positions owned by Colony

Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VOO)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (IVV)
Ishares Tr 0-3 Mnth Treasry (IWB)
Ishares Tr 0-3 Mnth Treasry (IWF)
Alphabet Cap Stk Cl A (GOOG)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (IXUS)
Pepsi (PEP)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Vanguard Index Fds Extend Mkt Etf (VTI)

View all positions for Colony

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers

View all funds holding WisdomTree MidCap Dividend Fund