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WisdomTree LargeCap Dividend Fund shares owned by FIDELIS iM

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

Historical chart of FIDELIS iM investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by FIDELIS iM

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 172k 72.19
2023-12-31 $11M 170k 66.37
2023-09-30 $10M 167k 61.49
2023-06-30 $11M 165k 63.60
2023-03-31 $10M 161k 61.86
2022-12-31 $9.2M 148k 61.95
2022-09-30 $8.2M 149k 55.26
2022-06-30 $8.2M 138k 59.10
2022-03-31 $9.1M 138k 65.72
2021-12-31 $9.0M 136k 66.04
2021-09-30 $7.9M 66k 119.28

More positions owned by FIDELIS iM

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)

View all positions for FIDELIS iM

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