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WisdomTree MidCap Dividend Fund shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $855k 18k 46.77
2024-03-31 $903k 19k 48.48

More positions owned by Rockport Wealth

Invesco Qqq Tr Unit Ser 1
Select Sector Spdr Tr Sbi Healthcare (XLV)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr U.s. Pharma Etf (IHE)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Capital Group Core Balanced SHS (CGBL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr Hlth Care Svcs (XHS)
Wisdomtree Tr Us Largecap Divd (DLN)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Rockport Wealth

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