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WisdomTree MidCap Dividend Fund shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Financial Concepts 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 Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $339k 6.6k 51.13
2024-06-30 $21M 329k 62.84
2024-03-31 $363k 7.5k 48.77
2023-09-30 $338k 8.2k 40.96
2023-06-30 $200k 4.8k 42.05

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Vanguard Specialized Funds Div App Etf (VIG)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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View all positions for Strategic Financial Concepts

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