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WisdomTree MidCap Dividend Fund shares owned by Marble Wealth

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

Historical chart of Marble Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Marble Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $256k 5.0k 51.60

More positions owned by Marble Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Marble Wealth

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
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund