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WisdomTree MidCap Dividend Fund shares owned by Roan Capital Partners

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

Historical chart of Roan Capital 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 Roan Capital 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 Roan Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 98k 52.54

More positions owned by Roan Capital Partners

World Gold Tr Spdr Gld Minis (GLDM)
United Sts Oil Units (USO)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (SMLV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Us Treas Bd Etf (GOVT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

View all positions for Roan Capital Partners

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
Mercer Global Advisors
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund