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WisdomTree LargeCap Dividend Fund shares owned by CoreCap Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $725k 11k 66.38
2023-09-30 $699k 11k 61.49
2023-06-30 $703k 11k 63.60
2022-12-31 $592k 9.6k 61.95

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for CoreCap Advisors

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