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WisdomTree MidCap Dividend Fund shares owned by Marathon Strategic Advisors

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

Historical chart of Marathon Strategic 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 Marathon Strategic 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 Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $780k 15k 50.97
2024-09-30 $797k 16k 51.13
2024-06-30 $729k 16k 46.77
2024-03-31 $760k 16k 48.77
2023-12-31 $712k 16k 45.69

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Large Cap (SPLG)
iShares S&P 500 Index (IVV)
SPDR S&P Emerging Markets (SPEM)
SPDR S&P World ex-US (SPDW)
SPDR DJ Wilshire Mid Cap (SPMD)
Vanguard Europe Pacific ETF (VEA)
Vanguard Global ex-US Real Est Etf2 (VNQI)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
Vanguard REIT Index Etf2 (VNQ)
Blackrock Floating Rate Income Etf (FRA)
Vaneck Vectors Junior Gold Min Etf2 (GDXJ)
Calamos Convertible Opportunit Etf (CHI)
WisdomTree SmallCap Dividend Fund (DES)
Spdr Ser Tr spdr russel 2000 (SPSM)

View all positions for Marathon Strategic Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund