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WisdomTree MidCap Dividend Fund shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 92k 51.13

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Intl Qulty Div (IQDG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Em Ex St Owned (XSOE)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Howard Bailey Securities

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