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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
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 Ftse Rafi 1000 (PRF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Jpn Etf New (EWJ)
Doubleline Etf Trust Commercial Real (DCRE)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)

View all positions for Saxon Interests

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
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
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund