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WisdomTree MidCap Dividend Fund shares owned by RMG Wealth Management

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

Historical chart of RMG 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 RMG 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $32k 543 58.42

More positions owned by RMG Wealth Management

Schwab U.s. Large-cap Growth Etf SHS (SCHG)
Vanguard Morningstar Value Etf SHS (VTV)
Ishares Morningstar Mid-cap Etf SHS (IMCG)
State Street Spdr Bloomberg Short Term High Yield Bond Etf SHS (SJNK)
Invesco S&p 500 Equal Weight Technology Etf SHS (PKB)
Ishares 5-10 Year Investment Grade Corporate Bond Etf SHS (IGIB)
Schwab U.s. Small-cap Etf SHS (SCHA)
Ishares Floating Rate Bond Etf SHS (FLOT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf SHS (SPIB)
Schwab Fundamental International Small Equity Etf SHS (SCHD)
Vanguard S&p 500 Etf SHS (VOO)
Apple (AAPL)
Vanguard Morningstar Mega Cap Growth Etf SHS (MGK)
Vanguard Morningstar Mid-cap Etf SHS (VO)
Vanguard Morningstar Growth Etf SHS (VUG)

View all positions for RMG 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