Winter & Associates »

WisdomTree MidCap Dividend Fund shares owned by Winter & Associates

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

Historical chart of Winter & Associates investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Winter & Associates 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 Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 4.3k 53.04

More positions owned by Winter & Associates

Victory Portfolios Ii Short Trm Bd Etf (USTB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

Top funds holding WisdomTree MidCap Dividend Fund

LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund