Holos Integrated Wealth »

WisdomTree MidCap Dividend Fund shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 21k 52.10
2025-09-30 $1.0M 21k 50.24
2025-06-30 $1.0M 21k 50.71

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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