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WisdomTree MidCap Dividend Fund shares owned by Private Portfolio Partners

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

Historical chart of Private Portfolio Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Private Portfolio Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 4.0k 51.14

More positions owned by Private Portfolio Partners

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Portfolio Partners

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
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

View all funds holding WisdomTree MidCap Dividend Fund