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WisdomTree MidCap Dividend Fund shares owned by Sfam

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

Historical chart of Sfam investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 438 52.55

More positions owned by Sfam

Vanguard Large Cap Large Cap Etf (VV)
iShares Core US Bond Core Us Aggbd Et (AGG)
iShares Russell 2500 Rusel 2500 Etf (SMMD)
iShares Dividend Growth Core Div Grwth (DGRO)
SPDR S&P 500 Growth Fund State Street Spd (SPYG)
Vanguard Short Term Bond Short Trm Bond (BSV)
Vanguard Growth Growth Etf (VUG)
Vanguard Value Value Etf (VTV)
Vaneck Vectors Fallen Fallen Angel Hg (ANGL)
iShares Short Term Muni Shrt Nat Mun Etf (SUB)
Ishares Cohen & Steers Realty Majors Select Us Reit (ICF)
Apple (AAPL)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

Top funds holding WisdomTree MidCap Dividend Fund

UBS Group
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Keybank National Association
IAG Wealth Partners
Coldstream Capital Management
Stonebridge Financial Group

View all funds holding WisdomTree MidCap Dividend Fund