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WisdomTree MidCap Dividend Fund shares owned by Saxon Interests

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

Historical chart of Saxon Interests investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Saxon Interests

Quarter filed Position value Share count Share price at filing
2025-09-30 $645k 12k 52.76
2025-06-30 $714k 14k 49.52
2025-03-31 $714k 14k 49.52
2024-12-31 $586k 12k 50.97
2024-09-30 $748k 15k 51.13
2024-06-30 $689k 15k 46.77
2024-03-31 $792k 16k 48.77
2023-12-31 $754k 17k 45.69

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Doubleline Etf Trust Commercial Real (DCRE)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Broadcom (AVGO)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Saxon Interests

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