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WisdomTree MidCap Dividend Fund shares owned by Guidance Capital

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

Historical chart of Guidance Capital investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Guidance Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Guidance Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $840k 16k 52.66
2024-09-30 $679k 13k 52.30
2024-06-30 $664k 13k 50.11
2024-03-31 $623k 14k 46.05
2023-12-31 $382k 8.4k 45.76
2023-09-30 $304k 7.6k 39.73
2023-06-30 $321k 7.4k 43.54

More positions owned by Guidance Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Ultra Short-term (ICSH)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Microsoft Corporation (MSFT)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Guidance Capital

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