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WisdomTree MidCap Dividend Fund shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran 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 Plante Moran 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $192k 3.6k 52.54
2024-12-31 $8.4k 164 50.97
2024-09-30 $8.4k 164 51.13
2023-09-30 $27k 663 40.97
2023-06-30 $28k 663 42.06
2023-03-31 $27k 663 40.99
2022-12-31 $27k 660 41.12
2022-09-30 $25k 654 38.23
2022-06-30 $25k 649 38.52
2022-03-31 $29k 644 45.03
2021-12-31 $28k 642 43.61
2021-09-30 $26k 637 40.82
2021-06-30 $27k 633 42.65
2021-03-31 $25k 630 39.68
2020-12-31 $22k 628 35.03
2020-09-30 $18k 622 28.94
2020-06-30 $18k 618 29.13
2020-03-31 $15k 613 24.47
2019-12-31 $23k 608 37.83
2019-09-30 $20k 549 36.43
2019-06-30 $17k 474 35.86
2019-03-31 $17k 471 36.09
2018-06-30 $17k 469 36.25
2018-03-31 $14k 413 33.90
2017-12-31 $15k 412 36.41
2017-09-30 $13k 128 101.56
2017-06-30 $12k 127 94.49
2017-03-31 $9.0k 90 100.00
2016-12-31 $3.0k 29 103.45
2015-12-31 $6.0k 75 80.00
2014-12-31 $31k 375 82.67

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Johnson & Johnson Stock (JNJ)
Vanguard Growth Etf Etf (VUG)

View all positions for Plante Moran Financial 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