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WisdomTree LargeCap Dividend Fund shares owned by Arrowroot Family Office

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Arrowroot Family Office from 13F filings

Historical chart of Arrowroot Family Office investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Arrowroot Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Arrowroot Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $987k 15k 66.38
2023-09-30 $952k 16k 61.49
2023-06-30 $936k 15k 63.60
2023-03-31 $914k 15k 61.86

More positions owned by Arrowroot Family Office

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ea Series Trust Marketdesk Focus (FDIV)

View all positions for Arrowroot Family Office

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund