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WisdomTree MidCap Dividend Fund shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 41k 52.30
2025-06-30 $1.8M 37k 50.12
2025-03-31 $1.7M 35k 49.16
2024-12-31 $667k 13k 51.16
2024-09-30 $621k 13k 48.63
2024-06-30 $470k 10k 46.77

More positions owned by Wiley Bros.-aintree Capital

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wiley Bros.-aintree Capital

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