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WisdomTree LargeCap Dividend Fund shares owned by Moller Financial Services

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

Historical chart of Moller Financial Services investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Moller Financial Services

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.4M 26k 53.64
2012-06-30 $1.4M 26k 52.42
2012-03-31 $1.4M 26k 52.96
2011-12-31 $1.3M 26k 48.99
2011-09-30 $1.0M 24k 43.96
2011-06-30 $1.2M 24k 49.06
2011-03-31 $1.1M 24k 48.30

More positions owned by Moller Financial Services

Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)

View all positions for Moller Financial Services

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