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WisdomTree MidCap Dividend Fund shares owned by Financial Consulate

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

Historical chart of Financial Consulate investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Financial Consulate

Quarter filed Position value Share count Share price at filing
2026-06-30 $129k 2.3k 56.52
2026-03-31 $75k 1.4k 52.54
2025-12-31 $73k 1.4k 51.60
2025-09-30 $74k 1.4k 52.30

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)

View all positions for Financial Consulate

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
Jones Financial Companies, L.L
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Keybank National Association
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding WisdomTree MidCap Dividend Fund