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WisdomTree MidCap Dividend Fund shares owned by Opes Advisors

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

Historical chart of Opes 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 Opes 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 Opes Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $1.5M 48k 31.62
2018-09-30 $2.0M 54k 36.88
2018-06-30 $2.0M 56k 35.81
2018-03-31 $2.0M 57k 34.12
2017-12-31 $2.0M 56k 35.29
2017-09-30 $1.8M 18k 99.93
2017-06-30 $1.7M 17k 98.70
2017-03-31 $1.6M 16k 97.53
2016-12-31 $1.2M 13k 94.34

More positions owned by Opes Advisors

Schwab Strategic Tr us aggregate b (SCHZ)
Sch Fnd Intl Lg Etf (FNDF)
SPDR Barclays Capital Intl Tresy Bd ETF (BWX)
Schwab U S Large Cap Growth ETF (SCHG)
Schwab Strategic Tr schwab fdt us bm (FNDB)
Schwab Strategic Tr cmn (SCHV)
Global X Fds scien beta us
Schwab U S Broad Market ETF (SCHB)
Schwab Strategic Tr schwb fdt int sc (FNDC)
iShares Russell 1000 Growth Index (IWF)
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA)
Schwab Emerging Markets Equity ETF (SCHE)
Schwab International Equity ETF (SCHF)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
iShares Russell 1000 Value Index (IWD)

View all positions for Opes Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund