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WisdomTree MidCap Dividend Fund shares owned by Northwest Capital Management

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

Historical chart of Northwest Capital 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 Northwest Capital 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 Northwest Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1k 60 51.13
2024-06-30 $2.8k 60 46.77
2024-03-31 $2.9k 60 48.77
2023-12-31 $2.7k 60 45.68

More positions owned by Northwest Capital Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Northwest Capital 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