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WisdomTree LargeCap Dividend Fund shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in WisdomTree LargeCap Dividend Fund

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All positions including WisdomTree LargeCap Dividend Fund held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 76k 66.38
2023-09-30 $4.9M 79k 61.49
2023-06-30 $4.9M 78k 63.60
2023-03-31 $4.7M 75k 61.86
2022-12-31 $4.8M 78k 61.95
2022-09-30 $4.9M 88k 55.27
2022-06-30 $5.3M 90k 59.10
2022-03-31 $6.3M 95k 65.72
2021-12-31 $7.5M 114k 66.04
2021-09-30 $6.6M 55k 119.30
2021-06-30 $6.2M 52k 120.32
2021-03-31 $6.0M 52k 114.68
2020-12-31 $5.8M 54k 107.50
2020-09-30 $5.3M 55k 97.05
2020-06-30 $4.8M 52k 92.87
2020-03-31 $4.0M 49k 80.95
2019-12-31 $5.2M 49k 105.94
2019-09-30 $4.8M 48k 99.06
2019-06-30 $4.3M 44k 96.90
2019-03-31 $3.9M 42k 94.23
2018-12-31 $3.4M 40k 84.46
2018-09-30 $3.6M 38k 95.42
2018-06-30 $1.1M 12k 89.75
2018-03-31 $1.1M 12k 88.53
2017-12-31 $1.2M 13k 92.15
2017-09-30 $1.1M 12k 86.83
2017-06-30 $974k 12k 84.03
2017-03-31 $608k 7.3k 82.86
2016-12-31 $458k 5.7k 79.87
2016-09-30 $305k 4.0k 76.77
2016-06-30 $214k 2.8k 75.70
2016-03-31 $208k 2.8k 73.24
2015-12-31 $145k 2.0k 70.84
2015-09-30 $118k 1.8k 66.82
2015-06-30 $118k 1.6k 72.22
2015-03-31 $70k 967 72.39
2014-12-31 $206k 2.8k 73.81

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Costco Wholesale Corporation (COST)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for D.A. Davidson & Co.

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