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WisdomTree MidCap Dividend Fund shares owned by Lake Street Advisors Group

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

Historical chart of Lake Street Advisors Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $799k 20k 40.97
2023-06-30 $820k 20k 42.05
2022-12-31 $802k 20k 41.13
2022-09-30 $735k 20k 37.69
2022-06-30 $760k 20k 38.97

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund