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WisdomTree LargeCap Dividend Fund shares owned by 55i

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by 55i from 13F filings

Historical chart of 55i investment in WisdomTree LargeCap Dividend Fund

Jul 32022Jul 17Jul 31Aug 14Aug 28Sep 11Sep 251.4M1.5M1.6M1.7M22k24k26k28k30k
Value ($)Share countHistorical DLN position of 55i Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree LargeCap Dividend Fund held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.7M 31k 55.28
2022-06-30 $1.3M 23k 59.09

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Advisors Capital Management

View all funds holding WisdomTree LargeCap Dividend Fund