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WisdomTree LargeCap Dividend Fund shares owned by Paracle Advisors

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

Historical chart of Paracle 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 Paracle 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $2.9M 26k 114.65
2020-12-31 $2.8M 26k 107.50
2020-09-30 $2.5M 26k 97.03
2020-06-30 $2.4M 26k 92.87
2020-03-31 $2.2M 27k 80.93
2019-12-31 $3.3M 31k 105.90
2019-09-30 $3.1M 31k 99.04
2019-06-30 $3.1M 32k 96.87
2019-03-31 $3.2M 34k 94.21
2018-12-31 $3.0M 35k 84.44
2018-09-30 $3.4M 35k 95.41
2018-06-30 $3.3M 36k 89.73
2018-03-31 $3.3M 37k 88.48
2017-12-31 $3.5M 38k 92.11
2017-09-30 $3.3M 38k 86.83
2017-03-31 $3.6M 44k 82.91
2016-12-31 $3.7M 46k 79.89
2016-09-30 $3.6M 47k 76.99
2016-06-30 $3.6M 47k 75.76
2016-03-31 $3.6M 49k 73.40
2015-12-31 $3.5M 50k 71.13
2015-09-30 $3.4M 51k 67.30
2015-06-30 $4.0M 55k 72.50
2015-03-31 $4.0M 55k 73.29
2014-12-31 $4.2M 57k 74.15
2014-09-30 $4.3M 60k 71.16

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle 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