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WisdomTree MidCap Dividend Fund shares owned by Prosperity Consulting Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Prosperity Consulting Group from 13F filings

Historical chart of Prosperity Consulting 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 Prosperity Consulting 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 Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 41k 52.30
2025-06-30 $2.2M 43k 50.12
2025-03-31 $2.2M 45k 49.52
2024-12-31 $2.3M 46k 50.97
2024-09-30 $2.4M 46k 51.13
2024-06-30 $2.2M 47k 46.77
2024-03-31 $2.5M 51k 48.77

More positions owned by Prosperity Consulting Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Prosperity Consulting Group

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