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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
2024-03-31 $5.3k 86 61.86
2023-12-31 $5.7k 86 66.38

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
MGM Resorts International. (MGM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Markel Corporation (MKL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Cisco Systems (CSCO)
State Street Corporation (STT)
Arcos Dorados Holdings Shs Class -a - (ARCO)
Organon & Co Common Stock (OGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)

View all positions for American Capital Advisory

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