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WisdomTree MidCap Dividend Fund shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $831k 16k 51.13
2024-06-30 $805k 17k 46.77
2024-03-31 $886k 18k 48.77
2023-12-31 $938k 21k 45.69
2023-09-30 $912k 22k 40.96
2023-06-30 $1.1M 26k 42.05

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

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