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WisdomTree MidCap Dividend Fund shares owned by West Branch Capital

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 412 48.77
2023-12-31 $19k 412 45.69

More positions owned by West Branch Capital

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
UnitedHealth (UNH)
Oracle Corporation (ORCL)

View all positions for West Branch Capital

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