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WisdomTree MidCap Dividend Fund shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 47k 48.77
2023-12-31 $2.1M 45k 45.69
2023-09-30 $1.8M 45k 40.96
2023-06-30 $1.8M 42k 42.05
2023-03-31 $1.7M 43k 40.98
2022-12-31 $1.7M 42k 41.14
2022-09-30 $1.6M 43k 37.66
2022-06-30 $1.8M 46k 38.97
2022-03-31 $2.3M 51k 44.42
2021-12-31 $2.2M 49k 44.36
2021-09-30 $2.0M 47k 41.45
2021-06-30 $1.9M 44k 41.94
2021-03-31 $1.3M 32k 40.41
2020-12-31 $1.1M 30k 34.80

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Centennial Wealth Advisory

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund