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WisdomTree MidCap Dividend Fund shares owned by CX Institutional

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

Historical chart of CX Institutional investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 149k 48.77
2023-12-31 $7.4M 163k 45.69
2023-09-30 $6.9M 169k 40.96
2023-06-30 $8.2M 194k 42.05
2023-03-31 $8.4M 205k 40.99
2022-12-31 $8.5M 208k 41.14
2022-09-30 $7.5M 200k 37.67
2022-06-30 $7.6M 194k 38.98
2022-03-31 $8.3M 187k 44.42
2021-12-31 $8.0M 180k 44.36
2021-09-30 $7.3M 176k 41.45
2021-06-30 $6.4M 151k 41.95
2021-03-31 $7.1M 176k 40.42
2020-12-31 $8.3M 240k 34.81
2020-09-30 $7.8M 270k 28.92
2020-06-30 $91k 3.2k 28.36
2020-03-31 $63k 2.6k 24.31
2019-12-31 $8.2M 216k 38.04
2019-09-30 $8.2M 227k 36.31
2019-06-30 $8.6M 237k 36.20
2019-03-31 $6.4M 179k 35.79
2018-12-31 $8.4M 267k 31.63
2018-09-30 $3.1M 84k 36.88
2018-06-30 $1.3M 37k 34.11

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund