Flynn Zito Capital Management »

WisdomTree LargeCap Dividend Fund shares owned by Flynn Zito Capital Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Flynn Zito Capital Management from 13F filings

Historical chart of Flynn Zito Capital Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Flynn Zito Capital Management 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 Flynn Zito Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 15k 72.19
2023-12-31 $571k 8.6k 66.38
2023-09-30 $711k 12k 61.49
2023-06-30 $731k 12k 63.60
2023-03-31 $680k 11k 61.86
2022-12-31 $678k 11k 61.95

More positions owned by Flynn Zito Capital Management

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Indexiq Etf Tr Ftse Internl Eqt (HFXI)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Amazon (AMZN)

View all positions for Flynn Zito Capital Management

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