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WisdomTree MidCap Dividend Fund shares owned by Ten Capital Wealth Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Ten Capital Wealth Advisors from 13F filings

Historical chart of Ten Capital Wealth 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 Ten Capital Wealth 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 Ten Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $776k 19k 42.01
2023-03-31 $708k 17k 40.98
2022-12-31 $2.3M 57k 41.14
2022-09-30 $2.1M 57k 37.67
2022-06-30 $2.4M 61k 38.99
2022-03-31 $2.6M 59k 44.41
2021-12-31 $12M 269k 44.36
2021-09-30 $11M 253k 41.45
2021-06-30 $11M 250k 41.95
2021-03-31 $9.6M 238k 40.42
2020-12-31 $8.3M 239k 34.81
2020-09-30 $5.9M 204k 28.92

More positions owned by Ten Capital Wealth Advisors

Janus Detroit Street Trust Etf (JAAA)
First Trust Tcw Opportunistic Fixed Income Etf (FIXD)
Goldman Sachs U.s. Large Cap Equity Etf (GSLC)
Jpmorgan Equity Premium Income Etf (JEPI)
Ishares Core Dividend Growth Etf (DGRO)
First Trust Rising Dividend Achievers Etf (RDVY)
First Trust Value Line Dividend Index Fund Etf (FVD)
Procore Technologies Stock (PCOR)
Microsoft Corp Stock (MSFT)
Ishares Core S P 500 Etf (IVV)
Apple Stock (AAPL)
Vanguard Small Cap Etf (VB)
Spdr Portfolio Developed World Ex Us Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Total Stock Market Etf (VTI)

View all positions for Ten Capital Wealth 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