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WisdomTree LargeCap Dividend Fund shares owned by Ashton Thomas Private Wealth

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Ashton Thomas Private Wealth from 13F filings

Historical chart of Ashton Thomas Private Wealth investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Ashton Thomas Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 15k 72.19
2023-12-31 $1.0M 15k 66.38
2023-09-30 $1.1M 18k 61.49
2023-06-30 $1.1M 18k 63.60
2023-03-31 $1.2M 19k 61.86
2022-12-31 $1.0M 17k 61.95
2022-09-30 $442k 8.0k 55.26
2019-06-30 $1.8M 19k 96.90

More positions owned by Ashton Thomas Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Mid-cap Etf Etf (VO)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amgen Stock (AMGN)
Day Hagan/ned Davis Research Smart Sector Etf Etf (SSUS)
Ishares Russell 1000 Growth Etf Etf (IWF)
C H Robinson Worldwide Stock (CHRW)
Unitedhealth Group Stock (UNH)

View all positions for Ashton Thomas Private Wealth

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