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
Download as csvQuarterly reported holdings in WisdomTree MidCap Dividend Fund by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 16k | 52.30 |
| 2025-06-30 | $804k | 16k | 50.12 |
| 2025-03-31 | $791k | 16k | 49.52 |
| 2024-12-31 | $791k | 16k | 50.97 |
| 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 |
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