Collaborative Wealth Managment »

WisdomTree LargeCap Dividend Fund shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $845k 13k 66.38
2023-09-30 $772k 13k 61.49
2023-06-30 $768k 12k 63.60
2023-03-31 $430k 6.9k 61.86

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Global X Fds Us Pfd Etf (PFFD)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
McDonald's Corporation (MCD)

View all positions for Collaborative Wealth Managment

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