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Summit Wealth Group Llc / Co »

WisdomTree MidCap Dividend Fund shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in WisdomTree MidCap Dividend Fund

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All positions including WisdomTree MidCap Dividend Fund held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$2.5M	49k	51.60
2025-06-30	$2.9M	59k	50.12

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View all positions for Summit Wealth Group Llc / Co

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