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WisdomTree MidCap Dividend Fund shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 131k 48.77
2023-12-31 $5.6M 123k 45.69
2023-09-30 $5.0M 121k 40.96
2023-06-30 $4.9M 118k 42.05
2023-03-31 $4.1M 101k 40.98
2022-09-30 $3.8M 102k 37.67
2022-06-30 $4.0M 102k 38.98
2022-03-31 $4.3M 97k 44.42
2021-12-31 $4.1M 92k 44.46
2021-09-30 $3.7M 90k 41.44
2021-06-30 $3.6M 85k 41.96
2021-03-31 $2.8M 69k 40.41
2020-12-31 $2.2M 62k 34.81
2020-09-30 $1.7M 57k 28.93
2020-06-30 $1.5M 53k 28.33
2020-03-31 $1.5M 64k 24.16
2019-12-31 $2.2M 59k 38.03
2019-09-30 $2.0M 54k 36.31
2019-06-30 $1.9M 52k 36.08
2019-03-31 $101k 57k 1.78
2018-12-31 $1.5M 49k 31.64
2018-09-30 $13M 1.3M 9.96
2018-06-30 $36M 1.3M 28.01
2018-03-31 $1.1M 34k 33.45
2017-12-31 $1.2M 35k 35.85
2017-09-30 $1.3M 13k 100.47
2017-06-30 $1.3M 13k 97.00
2017-03-31 $1.4M 15k 96.59
2016-12-31 $722k 7.6k 95.04
2016-09-30 $313k 3.5k 89.33

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

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