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WisdomTree MidCap Dividend Fund shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 3.8k 56.53
2025-03-31 $235k 4.7k 49.52
2024-12-31 $241k 4.7k 50.97
2024-09-30 $292k 5.7k 51.13
2024-06-30 $279k 5.7k 48.77
2024-03-31 $279k 5.7k 48.77

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

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