Weinberger Asset Management »

WisdomTree MidCap Dividend Fund shares owned by Weinberger Asset Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Weinberger Asset Management from 13F filings

Historical chart of Weinberger Asset Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Weinberger Asset Management 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 Weinberger Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 4.9k 52.30
2025-06-30 $251k 5.0k 50.12
2025-03-31 $261k 5.3k 49.52

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Bank of America Corporation (BAC)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Weinberger Asset Management

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