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WisdomTree MidCap Dividend Fund shares owned by Diversified

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

Historical chart of Diversified investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Diversified

Quarter filed Position value Share count Share price at filing
2024-09-30 $262k 5.1k 51.13
2024-06-30 $248k 5.3k 46.77
2024-03-31 $259k 5.3k 48.77
2023-12-31 $203k 4.4k 45.69
2023-03-31 $202k 4.9k 40.98
2022-12-31 $202k 4.9k 41.14

More positions owned by Diversified

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
Bondbloxx Etf Trust Bloomberg Seven (XSVN)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Diversified

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
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund