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WisdomTree LargeCap Dividend Fund shares owned by Advisors Preferred

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

Historical chart of Advisors Preferred investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 61k 66.63
2023-09-30 $12M 197k 61.03
2023-06-30 $4.4M 68k 63.77
2021-12-31 $6.3M 96k 66.26
2021-09-30 $6.5M 54k 120.50
2021-06-30 $3.0M 25k 120.87
2021-03-31 $6.9M 60k 115.26
2020-12-31 $8.5M 81k 106.03
2020-03-31 $752k 9.3k 80.94
2019-12-31 $1.3M 13k 105.91
2019-09-30 $392k 4.0k 99.17
2019-03-31 $322k 3.4k 94.29
2018-09-30 $1.1M 12k 95.44
2018-06-30 $2.2M 24k 89.76
2018-03-31 $1.0M 12k 88.49
2017-12-31 $4.0M 43k 92.12
2017-09-30 $3.4M 40k 86.83
2017-06-30 $2.6M 31k 84.09
2017-03-31 $2.5M 30k 82.94
2016-12-31 $2.4M 30k 79.91
2016-06-30 $631k 8.3k 75.76
2016-03-31 $392k 5.3k 73.41

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iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
SPDR Nuveen Bloomberg Municipal Bond ETF Etf (TFI)
iShares Floating Rate Bond ETF Etf (FLOT)
Vanguard Long-Term Corporate Bond ETF Etf (VCLT)
Alerian MLP ETF Etf (AMLP)
Invesco Nasdaq 100 ETF Etf (QQQM)
Schwab US Dividend Equity ETF Etf (SCHD)

View all positions for Advisors Preferred

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