Ownership history in RVW Wealth, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which RVW Wealth, LLC reported a position in Wisdomtree Midcap Divdnd (DON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 4,428 | — | 0% | 0.02% | $232K | $51.84 |
| 2025 Q2 | UNCHANGED | 4,428 | — | 0% | 0.02% | $222K | $49.40 |
| 2025 Q1 | UNCHANGED | 4,428 | — | 0% | 0.02% | $219K | $48.48 |
| 2024 Q4 | REDUCED | 4,428 | -300 | -6.3% | 0.02% | $226K | $49.64 |
| 2024 Q3 | UNCHANGED | 4,728 | — | 0% | 0.02% | $242K | $49.49 |
| 2024 Q2 | UNCHANGED | 4,728 | — | 0% | 0.02% | $221K | $45.01 |
| 2024 Q1 | REDUCED | 4,728 | -925 | -16.4% | 0.02% | $231K | $46.65 |
| 2023 Q4 | UNCHANGED | 5,653 | — | 0% | 0.03% | $258K | $43.47 |
| 2023 Q3 | UNCHANGED | 5,653 | — | 0% | 0.03% | $232K | $38.68 |
| 2023 Q2 | REDUCED | 5,653 | -300 | -5.0% | 0.03% | $238K | $39.56 |
As of 2025 Q4 — sorted by position size