Wealth Enhancement Trust Services »

WisdomTree MidCap Dividend Fund shares owned by Wealth Enhancement Trust Services

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

Historical chart of Wealth Enhancement Trust Services investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Wealth Enhancement Trust Services 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 Wealth Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 31k 51.60

More positions owned by Wealth Enhancement Trust Services

Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Trust Services

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
Keybank National Association
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund