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WisdomTree MidCap Dividend Fund shares owned by Oliver Lagore Vanvalin Investment Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Oliver Lagore Vanvalin Investment Group from 13F filings

Historical chart of Oliver Lagore Vanvalin Investment 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 Oliver Lagore Vanvalin Investment 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 Oliver Lagore Vanvalin Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $86k 1.9k 45.69
2023-09-30 $130k 3.2k 40.96
2023-06-30 $230k 5.5k 42.05
2023-03-31 $8.0k 196 40.98
2022-12-31 $8.1k 196 41.14
2022-09-30 $7.0k 196 35.71

More positions owned by Oliver Lagore Vanvalin Investment Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Physical Gold Unit (AAAU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)

View all positions for Oliver Lagore Vanvalin Investment Group

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund