RAM Investment Partners »

WisdomTree MidCap Dividend Fund shares owned by RAM Investment Partners

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

Historical chart of RAM Investment 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 RAM Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by RAM Investment Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $219k 4.3k 50.97
2024-09-30 $217k 4.2k 51.13
2024-03-31 $207k 4.2k 48.77

More positions owned by RAM Investment Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Alphabet Cap Stk Cl C (GOOG)

View all positions for RAM Investment 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