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WisdomTree LargeCap Dividend Fund shares owned by Fox Financial

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

Historical chart of Fox Financial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Fox Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 251k 72.19
2023-12-31 $17M 253k 66.38

More positions owned by Fox Financial

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Vanguard World Consum Stp Etf (VDC)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Fox Financial

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