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WisdomTree MidCap Dividend Fund shares owned by Guidant Wealth Advisors

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

Historical chart of Guidant Wealth 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 Guidant Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Guidant Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-09-30 $1.8M 49k 36.31
2019-06-30 $1.8M 49k 36.20
2019-03-31 $1.8M 49k 35.79
2018-12-31 $1.6M 51k 31.62
2017-06-30 $1.9M 19k 97.12
2017-03-31 $2.0M 21k 96.50
2016-12-31 $2.0M 21k 95.58
2016-09-30 $2.2M 25k 89.33

More positions owned by Guidant Wealth Advisors

Vanguard Emerging Markets ETF (VWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Dec 2020
Vanguard Small-Cap Growth ETF (VBK)
Vanguard Mid-Cap Growth ETF (VOT)
Schwab U S Large Cap Growth ETF (SCHG)
iShares Barclays TIPS Bond Fund (TIP)
Ishares Tr ibnd dec21 etf
Ishares Tr ibnd dec23 etf
Vanguard Mid-Cap Value ETF (VOE)
Ubs Ag Jersey Brh dj commd etn39
Vanguard Small-Cap Value ETF (VBR)
Vanguard Extended Market ETF (VXF)
Schwab Strategic Tr cmn (SCHV)

View all positions for Guidant Wealth Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund