Edge Financial Advisors »

WisdomTree MidCap Dividend Fund shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial Advisors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 6.0k 48.77

More positions owned by Edge Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Netflix (NFLX)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Accenture Plc Ireland Shs Class A (ACN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
JPMorgan Chase & Co. (JPM)

View all positions for Edge Financial Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
Linscomb & Williams
LPL Financial
Creative Planning
Ameriprise Financial
Financial Planning & Information Services
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Baird Financial

View all funds holding WisdomTree MidCap Dividend Fund