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WisdomTree MidCap Dividend Fund shares owned by Signature Estate and Investment Advisors

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

Historical chart of Signature Estate and Investment 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 Signature Estate and Investment 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 Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 140k 45.68
2023-09-30 $5.8M 142k 40.96
2023-06-30 $5.8M 138k 42.06
2023-03-31 $5.5M 134k 40.98
2022-12-31 $5.8M 141k 41.13
2022-09-30 $5.6M 148k 37.67
2022-06-30 $5.9M 150k 38.98
2022-03-31 $6.7M 151k 44.42
2021-12-31 $6.4M 145k 44.36
2021-09-30 $6.1M 147k 41.45
2021-06-30 $6.1M 146k 41.95
2021-03-31 $6.7M 165k 40.42
2020-12-31 $6.3M 181k 34.81
2020-09-30 $5.6M 195k 28.92
2020-06-30 $5.9M 209k 28.34
2020-03-31 $6.2M 259k 24.16
2019-12-31 $8.8M 231k 38.04
2019-09-30 $8.4M 231k 36.31
2019-06-30 $8.3M 229k 36.19
2019-03-31 $8.1M 227k 35.79
2018-12-31 $7.9M 249k 31.63
2018-09-30 $9.1M 247k 36.88
2018-06-30 $9.0M 251k 35.80
2018-03-31 $8.7M 255k 34.12
2017-12-31 $9.0M 255k 35.28
2017-09-30 $8.5M 85k 99.95
2017-06-30 $8.3M 85k 97.74
2017-03-31 $8.8M 91k 97.53
2016-12-31 $8.3M 88k 94.38
2016-09-30 $9.0M 99k 90.88
2016-06-30 $6.9M 77k 89.51
2016-03-31 $6.1M 70k 86.11
2015-12-31 $5.0M 63k 80.51
2015-09-30 $4.1M 53k 77.67
2015-06-30 $3.9M 47k 82.66
2015-03-31 $2.9M 34k 86.08
2014-12-31 $2.9M 34k 83.73
2014-09-30 $2.5M 31k 78.28

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Signature Estate and Investment Advisors

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