Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Global Wealth Strategies & Associates »

WisdomTree MidCap Dividend Fund shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$156	3	52.33
2025-06-30	$150	3	50.00
2025-03-31	$149	3	49.67

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)

Ishares Core Msci Eafe Etf Etf (IEFA)

Vanguard Total Bond Market Etf Etf (BND)

Invesco Nasdaq 100 Etf Etf (QQQM)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Usa Momentum Factor Etf Etf (MTUM)

Ishares National Muni Bond Etf Etf (MUB)

Ishares Flexible Income Active Etf Etf (BINC)

Ishares Gold Trust Etf (IAU)

Ishares 20 Year Treasury Bond Etf Etf (TLT)

Barings Corporate Invs Cef (MCI)

Schwab Crypto Thematic Etf Etf (STCE)

Invesco Qqq Trust Series I Etf (QQQ)

Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

Top funds holding WisdomTree MidCap Dividend Fund

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

View all funds holding WisdomTree MidCap Dividend Fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z