Oxinas Partners Wealth Management »

WisdomTree MidCap Dividend Fund shares owned by Oxinas Partners Wealth Management

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

Historical chart of Oxinas Partners 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 Oxinas Partners Wealth Management 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 Oxinas Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $530k 11k 48.77
2023-12-31 $419k 9.2k 45.69
2023-09-30 $232k 5.7k 40.96
2023-06-30 $222k 5.3k 42.05

More positions owned by Oxinas Partners Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)
Ishares Tr High Yld Systm B (HYDB)
Hldgs (UAL)

View all positions for Oxinas Partners Wealth Management

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
LPL Financial
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
IAG Wealth Partners
Rockefeller Capital Management
Raymond James & Associates

View all funds holding WisdomTree MidCap Dividend Fund