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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
2025-09-30 $215k 4.1k 52.30
2025-06-30 $206k 4.1k 50.12
2025-03-31 $203k 4.1k 49.52
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)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Netflix (NFLX)
Broadcom (AVGO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
NVR (NVR)

View all positions for Northern Financial Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund