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WisdomTree MidCap Dividend Fund shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Strategic Family Wealth Counselors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$687k	15k	45.69
2023-09-30	$544k	13k	40.96
2023-06-30	$546k	13k	42.05
2023-03-31	$527k	13k	40.98
2022-12-31	$523k	13k	41.14

More positions owned by Strategic Family Wealth Counselors

Roblox Corp Cl A (RBLX)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Uber Technologies (UBER)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Vanguard Whitehall Fds High Div Yld (VYM)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Spdr Ser Tr S&p Divid Etf (SDY)

Ark Etf Tr Innovation Etf (ARKK)

Apple (AAPL)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

First Tr Value Line Divid In SHS (FVD)

View all positions for Strategic Family Wealth Counselors

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

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