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WisdomTree MidCap Dividend Fund shares owned by Union Bankshares

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

Historical chart of Union Bankshares investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 292k 51.60
2025-09-30 $18M 341k 52.30
2025-06-30 $20M 390k 50.12

More positions owned by Union Bankshares

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl C (GOOG)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Broadcom (AVGO)

View all positions for Union Bankshares

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
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund