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WisdomTree MidCap Dividend Fund shares owned by Klr Investment Advisors

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

Historical chart of Klr Investment 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 Klr Investment 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 Klr Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $529k 11k 46.48
2023-12-31 $597k 13k 45.71
2023-09-30 $491k 12k 40.98
2023-06-30 $514k 12k 42.05
2023-03-31 $492k 12k 40.98
2022-12-31 $478k 12k 41.14

More positions owned by Klr Investment Advisors

Doubleline Etf Trust Commercial Real (DCRE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Microsoft Corporation (MSFT)
Series Portfolios Tr Panagram Bbb B (CLOZ)
NVIDIA Corporation (NVDA)
Global X Fds X Emerging Mkt (EMBD)
Apple (AAPL)
Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Us Efficient Cor (NTSX)
Novo-nordisk A S Adr (NVO)
Wisdomtree Tr Intl Smcap Div (DLS)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)

View all positions for Klr Investment Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
Linscomb & Williams
LPL Financial
Creative Planning
Ameriprise Financial
Financial Planning & Information Services
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Baird Financial

View all funds holding WisdomTree MidCap Dividend Fund