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WisdomTree MidCap Dividend Fund shares owned by Evolution Wealth Management

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

Historical chart of Evolution 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 Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $161k 3.1k 51.60
2025-09-30 $203k 3.9k 52.30
2025-06-30 $211k 4.2k 50.12

More positions owned by Evolution Wealth Management

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Spdr Series Trust State Street Spd (SPYM)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Listed Fds Tr Shares Lag Cap (OVL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

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
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Keybank National Association
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund