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WisdomTree MidCap Dividend Fund shares owned by Willner & Heller

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Willner & Heller

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 4.1k 51.14
2023-12-31 $208k 4.5k 45.69
2021-12-31 $244k 5.9k 41.52

More positions owned by Willner & Heller

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Intuitive Surgical Com New (ISRG)
Cathay General Ban (CATY)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Barrett Business Services (BBSI)

View all positions for Willner & Heller

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund