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WisdomTree MidCap Dividend Fund shares owned by Coquina Private Wealth

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

Historical chart of Coquina Private 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 Coquina Private 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 Coquina Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 5.6k 51.60

More positions owned by Coquina Private Wealth

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds Sm Cp Val Etf (VBR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Coquina Private Wealth

Top funds holding WisdomTree MidCap Dividend Fund

LPL Financial
Linscomb & Williams
UBS Group
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
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund