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WisdomTree MidCap Dividend Fund shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 2.6k 83.56
2025-06-30 $3.6k 71 50.75
2025-03-31 $3.3k 71 46.65

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund