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WisdomTree LargeCap Dividend Fund shares owned by Avant Capital

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

Historical chart of Avant Capital investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Avant Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 24k 61.49
2023-06-30 $1.5M 23k 63.60
2023-03-31 $1.3M 20k 61.86
2022-12-31 $1.0M 17k 61.95
2022-09-30 $936k 17k 55.29
2022-06-30 $996k 17k 59.09
2022-03-31 $1.1M 17k 65.73
2021-12-31 $1.1M 17k 66.02

More positions owned by Avant Capital

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Avant Capital

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
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
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund