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WisdomTree MidCap Dividend Fund shares owned by Compass Capital Management

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

Historical chart of Compass Capital Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Compass Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 4.0k 52.54

More positions owned by Compass Capital Management

Merck & Co (MRK)
Amphenol Corp Cl A (APH)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Intercontinental Exchange (ICE)
Johnson & Johnson (JNJ)
Fastenal Company (FAST)
Alphabet Cap Stk Cl A (GOOGL)
Linde SHS (LIN)
Motorola Solutions Com New (MSI)
Expeditors International of Washington (EXPD)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
S&p Global (SPGI)

View all positions for Compass Capital Management

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund