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WisdomTree MidCap Dividend Fund shares owned by Ironwood Investment Counsel

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Ironwood Investment Counsel from 13F filings

Historical chart of Ironwood Investment Counsel investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Ironwood Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Ironwood Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $681k 13k 52.30
2025-06-30 $581k 12k 50.12
2025-03-31 $573k 12k 49.52

More positions owned by Ironwood Investment Counsel

Microsoft Corporation (MSFT)
Schwab Fundemental US Small Company ETF Schwab Fdt Us Sc (FNDA)
Apple (AAPL)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
American Express Company (AXP)
Berkshire Hathaway Inc Class B Cl B New
Charles Schwab Corporation (SCHW)
Schwab Fundamental US Large Company ETF Schwab Fdt Us Lg (FNDX)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
SYSCO Corporation (SYY)
iShares S&P 500 Index S&P 500 Index (IVV)
KLA Corporation Com New (KLAC)

View all positions for Ironwood Investment Counsel

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