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WisdomTree MidCap Dividend Fund shares owned by Paracle Advisors

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

Historical chart of Paracle 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 Paracle 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $24M 590k 40.42
2020-12-31 $20M 582k 34.81
2020-09-30 $16M 541k 28.92
2020-06-30 $15M 519k 28.34
2020-03-31 $10M 431k 24.16
2019-12-31 $16M 427k 38.04
2019-09-30 $15M 403k 36.31
2019-06-30 $13M 346k 36.20
2019-03-31 $11M 293k 35.79
2018-12-31 $6.8M 215k 31.63
2018-09-30 $4.7M 126k 36.87
2018-06-30 $290k 8.1k 35.69

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle Advisors

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