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WisdomTree MidCap Dividend Fund shares owned by Legacy Investment Solutions

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

Historical chart of Legacy Investment Solutions investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Legacy Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 355 53.53

More positions owned by Legacy Investment Solutions

NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Proshares Tr Ether Etf (EETH)
Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Investment Solutions

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Kestra Advisory Services
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund