Prosperity Consulting Group »

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

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

Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
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)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prosperity Consulting Group

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Kestra Advisory Services
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund