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WisdomTree MidCap Dividend Fund shares owned by Northern Financial Advisors

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

Historical chart of Northern Financial 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 Northern Financial 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 Northern Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 4.1k 50.97
2024-09-30 $207k 4.0k 51.13

More positions owned by Northern Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Wal-Mart Stores (WMT)
Netflix (NFLX)
Broadcom (AVGO)
NVR (NVR)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Servicenow (NOW)
Goldman Sachs (GS)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Northern Financial Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
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

View all funds holding WisdomTree MidCap Dividend Fund