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WisdomTree LargeCap Dividend Fund shares owned by Arrowroot Family Office

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Arrowroot Family Office from 13F filings

Historical chart of Arrowroot Family Office investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Arrowroot Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Arrowroot Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 3.6k 78.56
2024-06-30 $389k 5.3k 72.75
2024-03-31 $925k 13k 72.19
2023-12-31 $987k 15k 66.38
2023-09-30 $952k 16k 61.49
2023-06-30 $936k 15k 63.60
2023-03-31 $914k 15k 61.86

More positions owned by Arrowroot Family Office

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Marketdesk Focus (FDIV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Arrowroot Family Office

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund