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WisdomTree MidCap Dividend Fund shares owned by Sanford Advisory Services

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Sanford Advisory Services from 13F filings

Historical chart of Sanford Advisory Services investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Sanford Advisory Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $5.9M 145k 41.14
2022-09-30 $5.3M 141k 37.67
2022-06-30 $1.3M 33k 38.97

More positions owned by Sanford Advisory Services

Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Stryker Corporation (SYK)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Trust Msci Usa Small Cap Msci Usa Sml Cp (SMLF)
Ishares Tr Select Divid Etf Select Divid Etf (DVY)
Invesco S&p Midcap Low Volatility Etf S&p Midcp Low (XMLV)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Incorporated Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Etf (AGG)

View all positions for Sanford Advisory Services

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund