EisnerAmper Wealth Management Corporate Benefits »

WisdomTree MidCap Dividend Fund shares owned by EisnerAmper Wealth Management Corporate Benefits

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by EisnerAmper Wealth Management Corporate Benefits from 13F filings

Historical chart of EisnerAmper Wealth Management Corporate Benefits investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by EisnerAmper Wealth Management Corporate Benefits 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 EisnerAmper Wealth Management Corporate Benefits

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 53k 45.69
2023-09-30 $2.4M 60k 40.96
2023-06-30 $4.8M 114k 42.05
2023-03-31 $4.7M 116k 40.98
2022-12-31 $4.9M 120k 41.14
2022-09-30 $4.5M 119k 37.67
2022-06-30 $4.7M 120k 38.98
2022-03-31 $5.3M 119k 44.42
2021-12-31 $5.4M 122k 44.36
2021-09-30 $5.1M 122k 41.45
2021-06-30 $5.1M 122k 41.95
2021-03-31 $4.8M 118k 40.42
2020-12-31 $4.1M 119k 34.81
2020-09-30 $3.4M 116k 28.92
2020-06-30 $3.3M 116k 28.34
2020-03-31 $2.6M 109k 24.16
2019-12-31 $4.1M 109k 38.04
2019-09-30 $4.0M 110k 36.31
2019-06-30 $3.9M 108k 36.20
2019-03-31 $3.9M 108k 35.79
2018-12-31 $3.3M 106k 31.63
2018-09-30 $3.8M 104k 36.88
2018-06-30 $3.5M 101k 34.12
2018-03-31 $3.5M 101k 34.12
2017-12-31 $3.6M 101k 35.28
2017-09-30 $3.4M 34k 99.96
2017-06-30 $3.5M 36k 97.75
2017-03-31 $3.5M 36k 97.54
2016-12-31 $3.5M 37k 94.38
2016-09-30 $3.3M 37k 90.31
2016-06-30 $3.3M 37k 89.51
2016-03-31 $3.1M 36k 86.12
2015-12-31 $2.9M 36k 80.50
2015-09-30 $2.8M 36k 77.66
2015-06-30 $3.0M 36k 82.65
2015-03-31 $3.1M 36k 86.09
2014-12-31 $3.0M 36k 83.73

More positions owned by EisnerAmper Wealth Management Corporate Benefits

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
SPDR S&P Dividend ETF Etf (SDY)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)
Schwab Us Dividend Equity Etf Etf (SCHD)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)

View all positions for EisnerAmper Wealth Management Corporate Benefits

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