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WisdomTree MidCap Dividend Fund shares owned by MONECO Advisors

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

Historical chart of MONECO 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 MONECO 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 MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 5.9k 48.77
2023-12-31 $272k 6.0k 45.69
2023-09-30 $244k 6.0k 40.96
2023-06-30 $249k 5.9k 42.05
2023-03-31 $242k 5.9k 40.98
2022-12-31 $211k 5.1k 41.14
2020-12-31 $231k 6.3k 36.40
2020-09-30 $667k 23k 28.92
2020-06-30 $662k 23k 28.34
2020-03-31 $567k 24k 24.18
2019-12-31 $1.3M 35k 38.58
2019-09-30 $1.3M 36k 36.31
2019-06-30 $1.3M 36k 36.21
2019-03-31 $1.2M 33k 35.79
2018-12-31 $947k 30k 31.63

More positions owned by MONECO Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund