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WisdomTree LargeCap Dividend Fund shares owned by BKM Wealth Management

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

Historical chart of BKM 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 BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $193k 2.0k 96.32
2023-12-31 $284M 4.3M 66.38

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Analog Devices (ADI)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BKM Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund