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WisdomTree MidCap Dividend Fund shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $949k 18k 52.54

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Agf Invts Tr Us Market Netrl (BTAL)
Bluerock Pvt Real Estate (BPRE)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Simplify Exchange Traded Fun Managed Futures (CTA)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Flexshares Tr Mornstar Upstr (GUNR)
Tcw Etf Trust Flexible Income (FLXR)

View all positions for Pasadena Private Wealth

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund