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WisdomTree LargeCap Dividend Fund shares owned by Adviser Investments

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

Historical chart of Adviser Investments investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $802k 9.2k 87.03
2025-06-30 $757k 9.2k 82.14
2025-03-31 $732k 9.2k 79.37
2024-12-31 $717k 9.2k 77.79
2024-09-30 $724k 9.2k 78.56
2024-06-30 $671k 9.2k 72.75
2024-03-31 $665k 9.2k 72.19
2023-12-31 $612k 9.2k 66.38
2023-09-30 $567k 9.2k 61.49
2023-06-30 $586k 9.2k 63.60
2023-03-31 $570k 9.2k 61.86
2022-12-31 $584k 9.2k 63.33
2022-09-30 $509k 9.2k 55.22
2022-06-30 $545k 9.2k 59.12
2022-03-31 $606k 9.2k 65.74
2021-12-31 $609k 9.2k 66.07
2021-09-30 $550k 4.6k 119.33
2021-06-30 $555k 4.6k 120.42
2021-03-31 $529k 4.6k 114.78
2020-12-31 $495k 4.6k 107.40
2020-09-30 $447k 4.6k 96.98
2020-06-30 $428k 4.6k 92.86
2020-03-31 $373k 4.6k 80.93
2019-12-31 $501k 4.7k 105.92
2019-09-30 $469k 4.7k 99.15
2019-06-30 $447k 4.6k 96.98
2019-03-31 $434k 4.6k 94.16
2018-12-31 $389k 4.6k 84.40
2018-09-30 $440k 4.6k 95.47
2018-06-30 $414k 4.6k 89.82
2018-03-31 $408k 4.6k 88.52
2017-12-31 $425k 4.6k 92.21
2017-09-30 $400k 4.6k 86.79
2017-06-30 $388k 4.6k 84.18
2017-03-31 $382k 4.6k 82.88
2016-12-31 $378k 4.7k 79.93

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Waterway Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund