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WisdomTree MidCap Dividend Fund shares owned by Park Avenue Securities

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Park Avenue Securities from 13F filings

Historical chart of Park Avenue Securities investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Park Avenue Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Park Avenue Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 36k 52.30
2025-06-30 $1.4M 28k 50.13
2025-03-31 $724k 15k 49.52
2024-12-31 $419k 8.2k 51.02
2024-09-30 $316k 6.2k 51.12
2024-03-31 $295k 6.1k 48.72
2023-12-31 $272k 6.0k 45.71
2023-09-30 $244k 6.0k 40.89

More positions owned by Park Avenue Securities

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Park Avenue Securities

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