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WisdomTree LargeCap Dividend Fund shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 48k 66.38
2023-09-30 $3.1M 51k 61.49
2023-06-30 $3.3M 52k 63.60
2023-03-31 $3.5M 56k 61.86
2022-12-31 $2.9M 47k 61.95
2022-09-30 $1.6M 28k 55.25
2022-06-30 $1.7M 28k 59.10
2022-03-31 $1.9M 28k 65.70
2021-12-31 $1.8M 28k 66.04
2021-09-30 $1.6M 14k 119.29

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido 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