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WisdomTree MidCap Dividend Fund shares owned by Lowe fs

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

Historical chart of Lowe fs investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Lowe fs

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 222 52.30
2025-06-30 $11k 222 50.12
2025-03-31 $11k 222 49.52
2024-12-31 $11k 222 50.97
2019-12-31 $15k 398 37.69
2019-09-30 $14k 398 35.18
2019-06-30 $14k 398 35.18
2019-03-31 $14k 398 35.18
2018-12-31 $13k 398 32.66
2018-09-30 $15k 398 37.69

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Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)
iShares Gold Trust Etf (IAU)
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)
JPMorgan Ultra-Short Income ETF Etf (JPST)
PIMCO Enhanced Short Maturity ETF Etf (MINT)
JPMorgan Equity Premium Income ETF Etf (JEPI)
iShares International Dividend Gr ETF Etf (IGRO)
iShares DJ US Total Market Index Etf (IYY)
Vanguard High Dividend Yield ETF Etf (VYM)
Market Vectors Gold Miners ETF Etf (GDX)
Global X Copper Miners ETF Etf (COPX)

View all positions for Lowe fs

Top funds holding WisdomTree MidCap Dividend Fund

LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund