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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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 361k 52.27
2025-06-30 $19M 373k 50.12
2025-03-31 $19M 390k 49.52
2024-12-31 $22M 431k 50.97
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)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Roblox Corp Cl A (RBLX)
Amazon (AMZN)
AmerisourceBergen (COR)
Booking Holdings (BKNG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Enbridge (ENB)

View all positions for Trajan Wealth

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund