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WisdomTree LargeCap Dividend Fund shares owned by Kovack Advisors

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

Historical chart of Kovack 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 Kovack 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 Kovack Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $426k 5.9k 72.19
2023-12-31 $424k 6.4k 66.38
2023-09-30 $254k 4.1k 61.49
2023-06-30 $263k 4.1k 63.60
2023-03-31 $1.9M 31k 61.86
2022-12-31 $2.0M 33k 61.95
2022-09-30 $1.8M 32k 55.25
2022-06-30 $1.8M 30k 59.11
2022-03-31 $2.0M 30k 65.69
2021-12-31 $1.7M 26k 66.05
2021-09-30 $1.6M 13k 119.27
2021-06-30 $1.6M 13k 120.34
2021-03-31 $1.5M 13k 114.66
2020-12-31 $1.4M 13k 107.48
2020-09-30 $1.2M 13k 97.02
2020-06-30 $1.2M 13k 92.87
2020-03-31 $1.7M 20k 80.95
2019-12-31 $2.4M 22k 105.93
2019-09-30 $2.2M 22k 99.09
2019-06-30 $1.7M 18k 96.89
2019-03-31 $1.6M 17k 94.21
2018-12-31 $1.5M 17k 84.48
2018-09-30 $1.6M 17k 95.41
2018-06-30 $1.5M 17k 89.77
2018-03-31 $1.6M 18k 88.47
2017-12-31 $1.5M 17k 92.14
2017-09-30 $1.4M 17k 86.82
2017-06-30 $1.4M 17k 84.06
2017-03-31 $1.5M 18k 82.95
2016-12-31 $960k 12k 79.93
2016-09-30 $1.1M 14k 77.02
2016-06-30 $865k 11k 75.72
2016-03-31 $725k 9.9k 73.43
2015-12-31 $639k 9.0k 71.17
2015-09-30 $645k 9.6k 67.33
2015-06-30 $1.6M 22k 72.47
2015-03-31 $1.3M 18k 73.30
2014-12-31 $875k 12k 74.17

More positions owned by Kovack Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Chevron Corporation (CVX)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
International Bancshares Corporation (IBOC)
United Rentals (URI)
Exxon Mobil Corporation (XOM)

View all positions for Kovack 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