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WisdomTree MidCap Dividend Fund shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys 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 Integrys 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 Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 98k 51.13
2024-06-30 $4.7M 100k 46.77
2024-03-31 $4.9M 100k 48.77
2023-12-31 $4.6M 101k 45.76
2023-09-30 $4.1M 101k 40.96
2023-06-30 $4.4M 104k 42.05
2023-03-31 $4.3M 104k 40.98
2022-12-31 $4.3M 105k 41.14
2022-09-30 $4.0M 107k 37.67
2022-06-30 $4.2M 108k 38.98
2022-03-31 $4.8M 108k 44.42
2021-12-31 $5.1M 114k 44.36
2021-09-30 $4.4M 107k 41.45
2021-06-30 $4.7M 112k 41.95
2021-03-31 $4.7M 116k 40.42
2020-12-31 $4.3M 124k 34.81
2020-09-30 $3.9M 136k 28.92
2020-06-30 $18M 648k 28.34
2020-03-31 $16M 654k 24.16
2019-12-31 $23M 613k 38.04
2019-09-30 $22M 610k 36.31
2019-06-30 $22M 605k 36.20
2019-03-31 $21M 591k 35.79
2018-12-31 $18M 563k 31.63
2018-09-30 $21M 560k 36.88
2018-06-30 $19M 541k 35.80
2018-03-31 $18M 527k 34.12
2017-12-31 $7.7M 219k 35.28
2017-09-30 $7.3M 73k 99.95
2017-06-30 $7.1M 73k 97.75
2017-03-31 $7.1M 72k 97.53
2016-12-31 $6.9M 73k 94.37
2016-09-30 $5.8M 64k 90.88
2016-06-30 $5.6M 62k 89.50
2016-03-31 $5.1M 60k 86.12
2015-12-31 $4.6M 58k 80.51
2015-09-30 $4.4M 57k 77.66
2015-06-30 $4.7M 56k 82.64
2015-03-31 $4.9M 57k 86.08
2014-12-31 $5.0M 60k 83.74

More positions owned by Integrys Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Abbvie (ABBV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

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