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WisdomTree MidCap Dividend Fund shares owned by GLOBALT Investments LLC / GA

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by GLOBALT Investments LLC / GA from 13F filings

Historical chart of GLOBALT Investments LLC / GA investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by GLOBALT Investments LLC / GA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by GLOBALT Investments LLC / GA

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 47k 51.13
2024-06-30 $2.3M 48k 46.77
2024-03-31 $2.6M 54k 48.77
2023-12-31 $2.6M 57k 45.69

More positions owned by GLOBALT Investments LLC / GA

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
SPDR Portfolio Short Term Trea Portfolio Sh Tsr (SPTS)
SPDR Gold Shares Gold Shs (GLD)
Ishares Tr Rus Md Cp Gr Etf (IWP)
SPDR Portfolio Intermediate Te Portfli Intrmdit (SPTI)
VanEck Gold Miners ETF Gold Miners Etf (GDX)
iShares iBonds Dec 2027 Term T Ibonds 27 Trm Ts (IBTH)
Ishares Tr Russell 2000 Etf (IWM)
iShares iBonds Dec 2025 Term T Ibonds 25 Trm Ts (IBTF)
iShares US Treasury Bond ETF Us Treas Bd Etf (GOVT)
Vanguard Specialized Funds Div App Etf (VIG)
SPDR MSCI ACWI ex-US ETF Msci Acwi Exus (CWI)
Microsoft Corporation (MSFT)
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT)

View all positions for GLOBALT Investments LLC / GA

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