Walden Wealth Partners »

WisdomTree LargeCap Dividend Fund shares owned by Walden Wealth Partners

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

Historical chart of Walden Wealth Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Walden Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $548k 8.3k 66.38

More positions owned by Walden Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Accenture Plc Ireland Shs Class A (ACN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Walden Wealth Partners

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