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WisdomTree MidCap Dividend Fund shares owned by Marion Wealth Management

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

Historical chart of Marion 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 Marion 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 Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 243k 48.77
2023-12-31 $11M 246k 45.69
2023-09-30 $9.8M 238k 40.96
2023-06-30 $9.7M 231k 42.05
2023-03-31 $9.1M 222k 40.98
2022-12-31 $8.4M 204k 41.14
2022-09-30 $6.3M 168k 37.67
2022-06-30 $6.1M 155k 38.98
2022-03-31 $6.3M 141k 44.42
2021-12-31 $6.3M 141k 44.36

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)

View all positions for Marion 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