Ohe Financial »

WisdomTree MidCap Dividend Fund shares owned by Ohe Financial

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

Historical chart of Ohe 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 Ohe Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.4M 59k 40.96
2023-06-30 $2.3M 55k 42.05
2023-03-31 $2.1M 51k 40.98
2022-12-31 $1.9M 46k 41.14
2022-09-30 $2.4M 64k 37.67
2022-06-30 $2.3M 58k 38.97
2022-03-31 $2.4M 55k 44.42
2021-12-31 $2.3M 52k 44.35
2021-09-30 $2.2M 52k 41.45
2021-06-30 $1.1M 27k 41.97
2021-03-31 $1.1M 26k 40.41
2020-12-31 $821k 24k 34.79
2020-09-30 $671k 23k 28.93
2020-06-30 $630k 22k 28.35
2020-03-31 $3.4M 103k 33.55
2019-12-31 $638k 17k 38.05
2019-09-30 $237k 6.5k 36.43

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

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