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WisdomTree MidCap Dividend Fund shares owned by Quadcap Wealth Management

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

Historical chart of Quadcap Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Quadcap Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 4.7k 51.13
2024-03-31 $228k 4.7k 48.77
2023-12-31 $213k 4.7k 45.69

More positions owned by Quadcap Wealth Management

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quadcap Wealth Management

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