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WisdomTree MidCap Dividend Fund shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 22 51.41
2024-03-31 $1.1k 22 48.77
2022-03-31 $999 22 45.45
2021-12-31 $999 22 45.45

More positions owned by Future Financial Wealth Managment

Vanguard S&p 500 Etf Etf (VOO)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Procter And Gamble Stock (PG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vaneck Vectors MS Wide Moat Etf (MOAT)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Future Financial Wealth Managment

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
Creative Planning
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
IAG Wealth Partners
Keybank National Association
Trajan Wealth
Raymond James & Associates

View all funds holding WisdomTree MidCap Dividend Fund