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WisdomTree MidCap Dividend Fund shares owned by RVW Wealth

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

Historical chart of RVW Wealth investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by RVW Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 4.7k 48.77
2023-12-31 $258k 5.7k 45.69
2023-09-30 $232k 5.7k 40.96
2023-06-30 $238k 5.7k 42.05
2023-03-31 $244k 6.0k 40.98
2022-12-31 $245k 6.0k 41.14
2022-09-30 $224k 6.0k 37.63
2022-06-30 $232k 6.0k 38.97
2022-03-31 $264k 6.0k 44.35
2021-12-31 $1.0k 7.1k 0.14
2021-06-30 $0 7.1k 0.00
2021-03-31 $1.0M 7.1k 140.37
2020-12-31 $1000k 7.2k 138.68
2020-09-30 $209k 7.2k 28.98
2020-06-30 $221k 7.8k 28.35
2020-03-31 $596k 25k 24.15
2019-12-31 $2.0M 52k 38.03
2019-09-30 $1.9M 52k 36.30

More positions owned by RVW Wealth

American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)
Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Etf Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)

View all positions for RVW Wealth

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund