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WisdomTree MidCap Dividend Fund shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 63k 52.88
2024-09-30 $3.3M 60k 55.04
2024-06-30 $3.3M 72k 46.61

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Sanctuary Advisors

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