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WisdomTree LargeCap Dividend Fund shares owned by American Capital Advisory

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by American Capital Advisory from 13F filings

Historical chart of American Capital Advisory investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by American Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5k 86 87.03
2025-06-30 $7.1k 86 82.15
2025-03-31 $6.8k 86 79.37
2024-12-31 $6.7k 86 77.79
2024-09-30 $6.8k 86 78.57
2024-06-30 $5.7k 86 66.38
2024-03-31 $5.3k 86 61.86
2023-12-31 $5.7k 86 66.38

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Philip Morris International (PM)
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Alphabet Cap Stk Cl C (GOOG)
State Street Corporation (STT)

View all positions for American Capital Advisory

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
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

View all funds holding WisdomTree LargeCap Dividend Fund