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WisdomTree LargeCap Dividend Fund shares owned by Willingdon Wealth Management

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

Historical chart of Willingdon Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Willingdon Wealth Management

Quarter filed Position value Share count Share price at filing
2020-03-31 $12k 146 82.19
2019-12-31 $15k 146 102.74
2019-09-30 $14k 146 95.89
2019-06-30 $14k 146 95.89
2019-03-31 $17k 180 94.44
2018-12-31 $15k 180 83.33
2018-09-30 $17k 180 94.44
2018-06-30 $16k 180 88.89

More positions owned by Willingdon Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR Gold Trust (GLD)
Public Storage (PSA)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares S&P 500 Index (IVV)
Republic Services (RSG)
Waste Management (WM)
Oracle Corporation (ORCL)
Verizon Communications (VZ)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
Charter Communications Inc New Cl A cl a (CHTR)

View all positions for Willingdon Wealth Management

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