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WisdomTree MidCap Dividend Fund shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $200k 6.9k 28.87
2020-06-30 $202k 7.1k 28.35
2020-03-31 $147k 6.1k 24.13
2019-12-31 $197k 5.2k 38.05
2019-09-30 $62k 1.7k 36.36
2019-06-30 $23k 646 35.60
2019-03-31 $16k 435 36.78
2018-12-31 $14k 435 32.18
2018-09-30 $16k 435 36.78
2018-06-30 $16k 435 36.78
2018-03-31 $15k 435 34.48

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
Linscomb & Williams
LPL Financial
Creative Planning
Ameriprise Financial
Financial Planning & Information Services
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Baird Financial

View all funds holding WisdomTree MidCap Dividend Fund