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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
2025-09-30 $678k 13k 52.30
2025-06-30 $715k 14k 50.12
2025-03-31 $839k 17k 49.52
2024-12-31 $876k 17k 50.91
2024-09-30 $885k 17k 51.13
2024-06-30 $855k 18k 46.77
2024-03-31 $903k 19k 48.48

More positions owned by Rockport Wealth

First Tr Exchange-traded SHS (FDL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Intuitive Surgical Com New (ISRG)
Ea Series Trust Strive Enhanced (BUXX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Vaneck Etf Trust Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR SM CP GR (ISCG)
Amazon (AMZN)
First Tr Exchange Traded Hlth Care Alph (FXH)
Celestica (CLS)
Netflix (NFLX)

View all positions for Rockport Wealth

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund