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WisdomTree LargeCap Dividend Fund shares owned by Ahrens Investment Partners

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Ahrens Investment Partners from 13F filings

Historical chart of Ahrens Investment Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Ahrens Investment Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $180k 2.9k 61.86
2022-06-30 $154k 2.6k 59.28
2022-03-31 $171k 2.6k 65.82
2021-12-31 $166k 2.5k 65.93

More positions owned by Ahrens Investment Partners

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Fidelity Covington Trust Low Volity Etf (FDLO)
Ishares Tr U.s. Med Dvc Etf (IHI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Virtus Etf Tr Ii Virtus Us Qlty (JOET)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Global X Fds Glb X Mlp Enrg I (MLPX)
DNP Select Income Fund (DNP)
Microsoft Corporation (MSFT)

View all positions for Ahrens Investment Partners

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
GW & Wade
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund