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WisdomTree LargeCap Dividend Fund shares owned by Asset One Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Asset One Wealth Management from 13F filings

Historical chart of Asset One Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Asset One Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 12k 92.98

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Apple (AAPL)
Spdr Series Trust State Street Spd (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Sprott Etf Trust Gold Miners Etf (SGDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sprott Asset Management Physical Silver (PSLV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Silver (SIL)

View all positions for Asset One Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund