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WisdomTree MidCap Dividend Fund shares owned by United Advisor Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.0M 138k 50.97
2024-09-30 $6.3M 124k 51.13
2024-06-30 $5.2M 110k 46.77
2024-03-31 $4.4M 90k 48.77

More positions owned by United Advisor Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Strive 500 Etf (STRV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Largecap Divd (DLN)
United Parcel Service CL B (UPS)
T Rowe Price Etf Price Div Grwt (TDVG)
Palantir Technologies Cl A (PLTR)
Wisdomtree Tr Us Midcap Divid (DON)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for United Advisor Group

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Kestra Advisory Services
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund