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WisdomTree MidCap Dividend Fund shares owned by Uhlmann Price Securities

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Uhlmann Price Securities from 13F filings

Historical chart of Uhlmann Price Securities investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Uhlmann Price Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $657k 13k 52.29
2025-06-30 $377k 7.5k 50.12
2025-03-31 $606k 12k 49.53
2024-12-31 $608k 12k 50.97
2024-09-30 $597k 12k 51.13

More positions owned by Uhlmann Price Securities

Wisdomtree Tr Floatng Rat Trea (USFR)
Blackstone Group Inc Com Cl A (BX)
Intuit (INTU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Goldman Sachs (GS)
Uber Technologies (UBER)
Alphabet Cap Stk Cl C (GOOG)
Shopify Cl A Sub Vtg Shs (SHOP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chewy Cl A (CHWY)
Mexico Fund (MXF)
Chesapeake Energy Corp (EXE)
Neuberger Berman Mlp Income (NML)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Uhlmann Price Securities

Top funds holding WisdomTree MidCap Dividend Fund

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
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund