Trajan Wealth »

WisdomTree MidCap Dividend Fund shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 440k 51.13
2024-06-30 $20M 437k 46.77

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
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

View all funds holding WisdomTree MidCap Dividend Fund