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WisdomTree LargeCap Dividend Fund shares owned by Berkshire Money Management

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

Historical chart of Berkshire Money 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 Berkshire Money 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 Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $493k 6.0k 82.14
2025-03-31 $476k 6.0k 79.37
2024-12-31 $467k 6.0k 77.79
2024-03-31 $433k 6.0k 72.19

More positions owned by Berkshire Money Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Small Cap Pwr (KAUG)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Berkshire Money Management

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