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WisdomTree MidCap Dividend Fund shares owned by Envision Financial

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

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 33k 51.60
2025-09-30 $2.1M 40k 52.30
2025-06-30 $2.0M 40k 50.12
2025-03-31 $2.0M 41k 49.52
2024-12-31 $2.1M 42k 50.97

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Envision Financial

Top funds holding WisdomTree MidCap Dividend Fund

LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund