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WisdomTree MidCap Dividend Fund shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 71k 52.30
2025-06-30 $2.6M 52k 50.12
2025-03-31 $2.2M 44k 49.52
2024-12-31 $1.6M 31k 50.97
2024-09-30 $1.5M 30k 51.13
2024-06-30 $1.4M 29k 46.77

More positions owned by Larson Financial Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Capital Group Global Equity SHS (CGGE)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

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