Frazier Financial Advisors »

WisdomTree MidCap Dividend Fund shares owned by Frazier Financial Advisors

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

Historical chart of Frazier 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 Frazier 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 Frazier Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 91k 51.13
2024-06-30 $4.4M 95k 46.77
2024-03-31 $4.6M 95k 48.77
2023-12-31 $4.4M 96k 45.69

More positions owned by Frazier Financial Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Us Midcap Divid (DON)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Smallcap Divd (DES)
Abbvie (ABBV)
Apple (AAPL)
Abbott Laboratories (ABT)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
JPMorgan Chase & Co. (JPM)
Bath &#38 Body Works In (BBWI)

View all positions for Frazier Financial Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
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
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund