JD Financial Services »

WisdomTree MidCap Dividend Fund shares owned by JD Financial Services

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

Historical chart of JD Financial Services investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by JD Financial Services 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 JD Financial Services

Quarter filed Position value Share count Share price at filing
2021-12-31 $8.1M 182k 44.36
2021-09-30 $6.8M 164k 41.45
2021-06-30 $6.4M 152k 41.95
2021-03-31 $1.3M 32k 40.41

More positions owned by JD Financial Services

Wisdomtree U S Largecap Etf Large US Bl Eq (EPS)
Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf Int Long Hi Qual US Bond (AGGY)
Invesco Qqq Etf Large US Gro Eq (QQQ)
Spdr Portfolio Developed World Ex-us Etf Large For Eq (SPDW)
Invesco S&p 500 Equal Weight Etf Large US Bl Eq (RSP)
Wisdomtree U S Mid Cap Dividend Etf Mid Cap US Val Eq (DON)
Wisdomtree Trust Us Div Grwth Fund Large US Bl Eq (DGRW)
Wisdomtree Emerging Mkts Ex State Owned Enterprises Etf Emerging Markets Equity (XSOE)
Wisdomtree U S High Yield Corp Bond Etf Int Long HY Bond (WFHY)
Wisdomtree Intl Small Cap Dividend Etf Small For Eq (DLS)
Wisdomtree U S Total Dividend Etf Large US Val Eq (DTD)
Spdr Series Trust S&p 600 Small Cap Etf Small US Bl Eq
Sector Energy Select Sector Spdr Etf Sector (XLE)
Wisdomtree Mortgage Plus Bond Etf Int Long Hi Qual US Bond (MTGP)
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Short Int Hi Qual US Bond (SHAG)

View all positions for JD Financial Services

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