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WisdomTree LargeCap Dividend Fund shares owned by True Wealth Design

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 45k 66.38
2023-09-30 $2.8M 46k 61.49
2023-06-30 $3.1M 48k 63.60
2023-03-31 $3.0M 49k 61.86
2022-12-31 $3.0M 49k 61.95

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

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