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WisdomTree MidCap Dividend Fund shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 527 48.77

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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