Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mallini Complete Financial Planning »

WisdomTree MidCap Dividend Fund shares owned by Mallini Complete Financial Planning

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

Historical chart of Mallini Complete Financial 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 Mallini Complete Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Mallini Complete Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$205k	3.9k	52.30

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Total International Stock Etf Etf (VXUS)

Vanguard Tax-exempt Bond Etf Etf (VTEB)

Vanguard Esg U.s. Stock Etf Etf (ESGV)

Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)

Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)

Vanguard S&p 500 Etf Etf (Principal) (VOO)

Vanguard Esg International Stock Etf Etf (VSGX)

Ares Capital Corp Cef (ARCC)

Apple Stock (AAPL)

Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)

Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

Guggenheim Strategic Opportun Com Sbi Cef (GOF)

Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

Top funds holding WisdomTree MidCap Dividend Fund

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z