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WisdomTree MidCap Dividend Fund shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 81k 51.13
2024-06-30 $4.4M 93k 46.77
2024-03-31 $4.5M 92k 48.77
2023-12-31 $4.8M 106k 45.69
2023-09-30 $4.3M 105k 40.96

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Spdr Gold Minishares Trust Etf (GLDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)

View all positions for Team Financial Group

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