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WisdomTree MidCap Dividend Fund shares owned by Bft Financial Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Bft Financial Group from 13F filings

Historical chart of Bft Financial Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Bft Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Bft Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $329k 7.8k 42.05
2023-03-31 $366k 8.9k 40.98
2022-06-30 $1.0M 27k 38.97
2022-03-31 $1.2M 27k 44.42
2021-09-30 $1.5M 37k 41.45
2021-06-30 $1.7M 41k 41.95
2021-03-31 $4.0M 99k 40.42
2020-12-31 $3.6M 105k 34.81
2020-09-30 $5.1M 179k 28.34

More positions owned by Bft Financial Group

Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Vanguard World Esg Intl Stk Etf (VSGX)
Amazon (AMZN)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Affirm Hldgs Com Cl A (AFRM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Sba Communications Corp Cl A (SBAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)

View all positions for Bft Financial Group

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
Linscomb & Williams
LPL Financial
Creative Planning
Ameriprise Financial
Financial Planning & Information Services
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Baird Financial

View all funds holding WisdomTree MidCap Dividend Fund