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WisdomTree MidCap Dividend Fund shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $296k 5.2k 56.52

More positions owned by OneAscent Wealth Management

Unified Ser Tr Onea Core Bd Etf (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Onea Enh Sma Etf (OASC)
Strategy Even High Di Etf (ELCV)
Vaneck Etf Trust Clo Etf (CLOI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ssga Active Tr St Str Black Etf (HYBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Us Bancorp Com New (USB)
Southern Company (SO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for OneAscent Wealth Management

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