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WisdomTree MidCap Dividend Fund shares owned by JFS Wealth Advisors

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 106k 51.13
2024-06-30 $5.0M 108k 46.77
2024-03-31 $5.3M 109k 48.77
2023-12-31 $5.2M 113k 45.69
2023-09-30 $4.7M 114k 40.96
2023-06-30 $5.0M 119k 42.05
2023-03-31 $5.3M 129k 40.98
2022-12-31 $5.4M 131k 41.14
2022-09-30 $4.9M 129k 37.67
2022-06-30 $5.0M 129k 38.98
2022-03-31 $5.7M 128k 44.42
2021-12-31 $6.1M 137k 44.36
2021-09-30 $5.8M 140k 41.45
2021-06-30 $6.7M 161k 41.95
2021-03-31 $6.3M 156k 40.42
2020-12-31 $7.2M 207k 34.81
2020-09-30 $6.1M 212k 28.92
2020-06-30 $6.3M 224k 28.34
2020-03-31 $6.1M 254k 24.16
2019-12-31 $9.2M 242k 38.04
2019-09-30 $9.3M 256k 36.31
2019-06-30 $9.2M 254k 36.20
2019-03-31 $9.0M 251k 35.79
2018-12-31 $7.6M 240k 31.63
2018-09-30 $8.8M 239k 36.88
2018-06-30 $8.4M 235k 35.80
2018-03-31 $8.1M 236k 34.12
2017-12-31 $7.6M 214k 35.28
2017-09-30 $6.5M 65k 99.95
2017-06-30 $5.9M 61k 97.75
2017-03-31 $4.0M 42k 94.38
2016-12-31 $4.0M 42k 94.38
2016-09-30 $2.5M 28k 90.89
2016-06-30 $846k 9.5k 89.50

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS 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