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WisdomTree MidCap Dividend Fund shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 269k 52.30
2025-06-30 $14M 278k 50.12
2025-03-31 $14M 283k 49.52
2024-12-31 $15M 290k 50.97
2024-09-30 $746k 15k 51.13
2024-06-30 $723k 16k 46.77
2024-03-31 $787k 16k 48.77
2023-12-31 $706k 15k 45.71
2023-09-30 $905k 22k 40.96
2023-06-30 $930k 22k 42.05
2023-03-31 $714k 17k 40.98

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund