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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
2023-12-31 $208k 4.5k 45.69
2021-12-31 $244k 5.9k 41.52

More positions owned by Willner & Heller

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Cathay General Ban (CATY)
Amazon (AMZN)
UnitedHealth (UNH)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Abbvie (ABBV)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Willner & Heller

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund