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WisdomTree LargeCap Dividend Fund shares owned by Atlantic Trust

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

Historical chart of Atlantic 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 Atlantic 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 Atlantic Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $99k 1.1k 89.33
2025-12-31 $97k 1.1k 88.08
2025-09-30 $89k 1.0k 87.03
2025-06-30 $143k 1.7k 82.14

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Ishares Tr Core S&p500 Etf (IVV)

View all positions for Atlantic Trust

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
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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