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WisdomTree MidCap Dividend Fund shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial 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 PFG Financial 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $866k 17k 51.13
2024-06-30 $788k 17k 46.77
2024-03-31 $849k 17k 48.77
2023-12-31 $798k 18k 45.69
2023-09-30 $817k 20k 40.96
2023-06-30 $959k 23k 42.05
2023-03-31 $968k 24k 40.98
2022-12-31 $988k 24k 41.14
2022-09-30 $1.0M 27k 37.68
2022-06-30 $997k 26k 38.97
2022-03-31 $1.1M 24k 44.41
2021-12-31 $1.1M 25k 43.77
2021-09-30 $1.0M 25k 41.43
2021-06-30 $1.1M 26k 41.94
2021-03-31 $958k 24k 40.44
2020-12-31 $804k 23k 34.80
2020-09-30 $780k 27k 28.90
2020-06-30 $793k 28k 28.34
2020-03-31 $607k 25k 24.16
2019-12-31 $940k 25k 38.05
2019-09-30 $945k 26k 36.31
2019-06-30 $903k 25k 36.21
2019-03-31 $848k 24k 35.78
2018-12-31 $611k 19k 31.61
2018-09-30 $748k 20k 36.90
2018-06-30 $704k 20k 35.79
2018-03-31 $482k 14k 34.14
2017-12-31 $414k 12k 35.30
2017-09-30 $293k 2.9k 100.00
2017-06-30 $286k 2.9k 97.88
2017-03-31 $265k 2.7k 97.53
2016-12-31 $269k 2.8k 94.42
2016-09-30 $308k 3.4k 91.02
2016-06-30 $302k 3.4k 89.64
2016-03-31 $291k 3.4k 86.02
2015-12-31 $650k 8.1k 80.53
2015-09-30 $476k 6.1k 77.66
2015-06-30 $766k 9.3k 82.68
2015-03-31 $931k 11k 86.06
2014-12-31 $260k 3.1k 83.87
2014-09-30 $307k 3.9k 78.24
2014-06-30 $314k 3.9k 81.54
2014-03-31 $290k 3.8k 77.11
2013-12-31 $276k 3.7k 74.51

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Fid Msci Info Technology Index Etf Etf (FTEC)

View all positions for PFG Financial 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