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WisdomTree MidCap Dividend Fund shares owned by Midwest Capital Advisors

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

Historical chart of Midwest Capital 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 Midwest Capital 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 Midwest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 4.2k 51.60
2025-09-30 $219k 4.2k 52.31
2025-06-30 $213k 4.3k 50.12
2025-03-31 $641k 13k 49.52

More positions owned by Midwest Capital Advisors

Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Midwest Capital Advisors

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