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WisdomTree LargeCap Dividend Fund shares owned by 626 Financial

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by 626 Financial from 13F filings

Historical chart of 626 Financial investment in WisdomTree LargeCap Dividend Fund

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All positions including WisdomTree LargeCap Dividend Fund held by 626 Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by 626 Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $712k 9.9k 72.19
2023-12-31 $653k 9.8k 66.38
2023-09-30 $677k 11k 61.49
2023-06-30 $698k 11k 63.60
2023-03-31 $694k 11k 61.86
2022-12-31 $746k 12k 61.95
2022-09-30 $655k 12k 55.22
2022-06-30 $707k 12k 59.04
2022-03-31 $784k 12k 65.72
2021-12-31 $805k 12k 66.08
2021-03-31 $784k 12k 65.72

More positions owned by 626 Financial

Stryker Corporation (SYK)
Wisdomtree Tr Us Total Dividnd (DTD)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)
Vanguard Index Fds Total Stk Mkt (VTI)
Qualcomm (QCOM)
JPMorgan Chase & Co. (JPM)

View all positions for 626 Financial

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