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WisdomTree MidCap Dividend Fund shares owned by MWA Asset Management

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

Historical chart of MWA Asset 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 MWA Asset 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 MWA Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 4.1k 51.13

More positions owned by MWA Asset Management

Apple (AAPL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)
Deere & Company (DE)
Abbvie (ABBV)
Home Depot (HD)
United Rentals (URI)
3M Company (MMM)
Visa Com Cl A (V)

View all positions for MWA Asset 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
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund