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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
2025-09-30 $4.5M 86k 52.30
2025-06-30 $3.5M 70k 50.12
2025-03-31 $3.5M 70k 49.52
2024-12-31 $4.7M 92k 50.97
2024-09-30 $4.7M 92k 51.13

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Efficient Cor (NTSX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Core Msci Emkt (IEMG)

View all positions for Howard Bailey Securities

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
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