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WisdomTree MidCap Dividend Fund shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 199k 51.13

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding WisdomTree MidCap Dividend Fund

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

View all funds holding WisdomTree MidCap Dividend Fund