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WisdomTree MidCap Dividend Fund shares owned by Smartleaf Asset Management

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

Historical chart of Smartleaf Asset Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 246 51.10
2024-06-30 $2.0M 44k 46.54
2024-03-31 $2.0M 42k 48.48
2023-12-31 $1.5M 32k 46.00

More positions owned by Smartleaf Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Smartleaf Asset Management

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