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WisdomTree MidCap Dividend Fund shares owned by IMS Capital Management

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

Historical chart of IMS Capital Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by IMS Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 22k 52.30
2025-06-30 $1.2M 24k 50.12
2025-03-31 $1.2M 24k 49.52
2024-12-31 $1.3M 25k 50.97
2024-09-30 $1.3M 26k 51.13
2024-06-30 $1.3M 27k 48.75
2024-03-31 $1.4M 29k 48.77
2023-09-30 $1.2M 29k 40.96
2023-06-30 $1.2M 30k 42.05
2023-03-31 $1.2M 30k 40.98
2022-12-31 $1.3M 31k 41.14
2022-09-30 $1.2M 31k 37.67
2022-06-30 $1.2M 31k 38.99
2022-03-31 $1.4M 31k 44.42
2021-12-31 $1.4M 31k 44.37
2021-09-30 $1.3M 31k 41.45
2021-06-30 $1.3M 31k 41.96
2021-03-31 $1.3M 31k 40.42
2020-12-31 $1.1M 31k 34.80
2020-09-30 $940k 33k 28.92
2020-06-30 $926k 33k 28.34
2020-03-31 $824k 34k 24.17
2019-12-31 $1.3M 34k 38.04
2019-09-30 $1.1M 31k 36.30
2019-06-30 $994k 27k 36.22
2019-03-31 $982k 27k 35.78
2018-12-31 $761k 24k 31.61
2018-06-30 $764k 21k 35.78
2018-03-31 $779k 22k 35.29
2017-12-31 $779k 22k 35.29
2017-09-30 $737k 7.4k 99.96
2017-06-30 $723k 7.4k 97.80
2017-03-31 $572k 5.9k 97.48
2016-12-31 $484k 5.1k 94.35

More positions owned by IMS Capital Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Wells Fargo & Company (WFC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for IMS Capital Management

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