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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
2024-03-31 $903k 19k 48.48

More positions owned by Rockport Wealth

Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Intuitive Surgical Com New (ISRG)
Microsoft Corporation (MSFT)
Proshares Vix Short Termfutures Etf Vix Sh Trm Futrs (VIXY)
Proshares Tr S&p 500 Aristocrats Etf S&p 500 Dv Arist (NOBL)
Select Sector Spdr Fd Health Care Sbi Healthcare (XLV)
Capital Group Core Balanced Etf SHS (CGBL)
Rh Hedged Multi-asset Income Etf Adaptive Hdgd Mu (AMAX)
Wisdomtree Tr Largecap Divid Us Largecap Divd (DLN)
J P Morgan Exchange-traded Equity Premium (JEPI)
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Energy Select Sector Spdr Fund Energy (XLE)
Consumer Staples Spdr Sbi Cons Stpls (XLP)
Amplify High Income Etf Etp High Income (YYY)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Rockport Wealth

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
Linscomb & Williams
LPL Financial
Creative Planning
Ameriprise Financial
Financial Planning & Information Services
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers

View all funds holding WisdomTree MidCap Dividend Fund