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WisdomTree MidCap Dividend Fund shares owned by Northstar Wealth Partners

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

Historical chart of Northstar Wealth Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Northstar Wealth Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $791k 27k 28.89
2020-06-30 $775k 27k 28.31
2020-03-31 $205k 8.5k 24.06
2019-12-31 $223k 5.9k 37.93
2019-09-30 $213k 5.9k 36.23

More positions owned by Northstar Wealth Partners

Apple (AAPL)
SPDR S&P Tr Unit (SPY)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Pfizer (PFE)
Old Dominion Freight Line (ODFL)
Intel Corporation (INTC)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Cisco Systems (CSCO)
Spdr Gold Gold Shs (GLD)
Vanguard Growth Growth Etf (VUG)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Dividend Div App Etf (VIG)

View all positions for Northstar Wealth Partners

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