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WisdomTree MidCap Dividend Fund shares owned by Pitcairn Wealth Advisors

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

Historical chart of Pitcairn Wealth 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 Pitcairn Wealth 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 Pitcairn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 4.7k 51.60

More positions owned by Pitcairn Wealth Advisors

Stepstone Group Com Cl A (STEP)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Rus 1000 Etf (IWB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
New York Life Investments Et Nyli Hedge Multi (QAI)
Procter & Gamble Company (PG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Pitcairn Wealth Advisors

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