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WisdomTree MidCap Dividend Fund shares owned by DGS Capital Management

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

Historical chart of DGS 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 DGS 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 DGS Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $520k 10k 50.97
2024-09-30 $628k 12k 51.13
2024-06-30 $655k 14k 46.77
2024-03-31 $615k 13k 48.77

More positions owned by DGS Capital Management

Coinbase Global Inc Com Cl A Stock (COIN)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Meta Platforms Inc Cl A Stock (META)
Ishares Global Equity Factor Etf Etf (GLOF)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Celestica Stock (CLS)
Vanguard S&p 500 Etf Etf (VOO)
Taiwan Semiconductor Mfg Adr (TSM)
Sk Telecom Adr (SKM)
Eli Lilly & Co Stock (LLY)

View all positions for DGS Capital Management

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