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WisdomTree MidCap Dividend Fund shares owned by Inlight Wealth Management

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

Historical chart of Inlight 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 Inlight 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 Inlight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1k 135 52.30
2025-06-30 $6.8k 135 50.12

More positions owned by Inlight Wealth Management

Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)
Sprott Physical Gold & Silver Trust Cef (CEF)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares Core S&p Small Cap Etf Etf (IJR)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Value Etf Etf (VTV)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Russell Mid-cap Value Etf Etf (IWS)
Utilities Select Sector Spdr Fund Etf (XLU)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vaneck Gold Miners Etf Etf (GDX)
At&t Stock (T)
Vodafone Group Adr (VOD)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for Inlight Wealth Management

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
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
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund