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WisdomTree MidCap Dividend Fund shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 65k 52.30
2025-06-30 $3.3M 67k 50.12
2025-03-31 $3.1M 63k 49.52
2024-12-31 $3.3M 65k 50.97
2024-09-30 $3.5M 69k 51.13
2024-06-30 $3.6M 78k 46.77
2024-03-31 $4.2M 85k 48.77
2023-12-31 $3.2M 70k 45.69
2023-09-30 $2.8M 68k 40.96
2023-06-30 $2.8M 67k 42.05
2023-03-31 $2.8M 67k 40.98
2022-12-31 $2.8M 68k 41.14
2022-09-30 $2.3M 62k 37.68
2022-06-30 $2.7M 68k 38.98
2022-03-31 $2.3M 53k 44.43
2021-12-31 $1.6M 36k 44.37
2021-09-30 $2.4M 58k 41.46
2021-06-30 $2.7M 63k 41.94
2021-03-31 $2.4M 58k 40.42
2020-12-31 $1.9M 54k 34.81
2020-09-30 $1.7M 59k 28.93
2020-06-30 $1.9M 66k 28.34
2020-03-31 $1.7M 69k 24.16
2019-12-31 $2.5M 66k 38.04
2019-09-30 $2.3M 64k 36.31
2019-06-30 $2.2M 62k 36.19
2019-03-31 $2.1M 60k 35.79
2018-12-31 $1.7M 55k 31.64
2018-09-30 $2.0M 55k 36.88
2018-06-30 $1.9M 52k 35.80
2018-03-31 $1.8M 52k 34.11
2017-12-31 $1.7M 48k 35.28
2017-09-30 $1.3M 13k 99.92
2016-06-30 $161k 1.8k 89.74

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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