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WisdomTree MidCap Dividend Fund shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth 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 JPL Wealth 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 90k 52.30
2025-06-30 $4.5M 90k 50.12
2025-03-31 $3.6M 74k 48.77
2024-12-31 $4.3M 84k 50.97
2024-06-30 $2.8M 61k 46.77
2024-03-31 $2.8M 57k 48.77
2023-12-31 $2.0M 44k 45.69

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
UnitedHealth (UNH)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Caterpillar (CAT)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 100 Etf (OEF)

View all positions for JPL Wealth 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