OneAscent Family Office »

WisdomTree MidCap Dividend Fund shares owned by OneAscent Family Office

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 4.7k 56.52

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Onea Core Bd Etf (OACP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Unified Ser Tr Oneascent Large (OALC)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for OneAscent Family Office

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
Jones Financial Companies, L.L
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Keybank National Association
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding WisdomTree MidCap Dividend Fund