Frankly Finances »

WisdomTree MidCap Dividend Fund shares owned by Frankly Finances

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

Historical chart of Frankly Finances investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Frankly Finances 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 Frankly Finances

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 362 51.60

More positions owned by Frankly Finances

Dimensional Us Equity Market Etf Marketwide Value Etf (DFUS)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate Term Bond Etf Tax Bnd Etf (BIV)
Dimensional International Val Etf Cap Vl Etf (DFIV)
Dimensional U S Small Cap Etf Cap Etf (DFAS)
Avantis All Equity Markets Etf Markets Etf (AVGE)
Avantis Emerging Markets Eq Etf Eq Etf (AVEM)
Dimensional U S Targeted Value Etf Value Etf (DFAT)
Avantis International Larg Cp Vl Etf Larg Cp Vl Etf (AVIV)
Vanguard Ftse Developed Markets Etf Markets Etf (VEA)
Avantis U S Large Cap Value Etf Value Etf (AVLV)
Vanguard Total Stock Market Etf Market Etf (VTI)
Avantis Internatnl Sml Cp Vl Etf Cp Vl Etf (AVDV)
Dimensional Us Marketwide Value Etf Market Etf (DFUV)
Van Sht Tx Expt Bnd Etf (VTES)

View all positions for Frankly Finances

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
Coldstream Capital Management
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund