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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
2025-09-30 $203k 3.9k 52.30
2024-12-31 $211k 4.1k 50.97
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)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Cathay General Ban (CATY)
Goldman Sachs (GS)
Abbvie (ABBV)
Vanguard World Mega Grwth Ind (MGK)
Lam Research Corp Com New (LRCX)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Willner & Heller

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