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WisdomTree MidCap Dividend Fund shares owned by Portland Financial Advisors

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

Historical chart of Portland 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 Portland 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 5.1k 51.60
2025-09-30 $269k 5.1k 52.30
2025-06-30 $258k 5.1k 50.12
2025-03-31 $255k 5.1k 49.52

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Omega Healthcare Investors (OHI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust State Street Spd (FLRN)
Spdr Series Trust State Street Spd (LGLV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (CWB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Portland Financial Advisors

Top funds holding WisdomTree MidCap Dividend Fund

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
Keybank National Association
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund