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WisdomTree LargeCap Dividend Fund shares owned by Align Financial

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

Historical chart of Align Financial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Align 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 Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $321k 3.6k 89.33

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund