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WisdomTree MidCap Dividend Fund shares owned by KFG

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

Historical chart of KFG investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by KFG

Quarter filed Position value Share count Share price at filing
2026-09-30 $83k 1.5k 53.95

More positions owned by KFG

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Cor Equ 2 Etf
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Central Securities (CET)
Apple (AAPL)

View all positions for KFG

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
UBS Group
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Linscomb & Williams
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Keybank National Association
Royal Bank of Canada
IAG Wealth Partners
Advisor Group Holdings
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund