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WisdomTree LargeCap Dividend Fund shares owned by American Trust

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

Historical chart of American Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $535k 1.1k 480.61
2022-06-30 $501k 8.5k 59.12

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Ishares Core Dividend Growth Equities (DGRO)
Jpmorgan Active Growth Etf Equities (JGRO)
Vanguard Growth Etf Equities (VUG)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Mid Cap Index Etf Equities (VO)
Dimensional International Core Equities (DFIC)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jp Morgan Flexible Debt Etf Equities (JFLX)
Apple Equities (AAPL)
Microsoft Equities (MSFT)

View all positions for American Trust

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund