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WisdomTree MidCap Dividend Fund shares owned by Keel Point

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Keel Point

Quarter filed Position value Share count Share price at filing
2026-03-31 $732k 14k 52.54

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)
Netflix (NFLX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Keel Point

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund