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WisdomTree MidCap Dividend Fund shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 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 OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 26k 52.30
2025-06-30 $1.3M 25k 50.12
2025-03-31 $1.2M 25k 49.52
2024-12-31 $1.2M 23k 50.97
2024-09-30 $1.1M 22k 51.13
2024-06-30 $1.0M 22k 46.77
2024-03-31 $1.0M 21k 48.77
2023-12-31 $768k 17k 45.69

More positions owned by OMNI 360 Wealth

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for OMNI 360 Wealth

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