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WisdomTree LargeCap Dividend Fund shares owned by Bsc Private Wealth Management

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

Historical chart of Bsc Private 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 Bsc Private 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 Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 78k 66.38
2023-09-30 $4.9M 79k 61.49
2023-06-30 $5.4M 85k 63.60
2023-03-31 $6.7M 109k 61.86
2022-12-31 $7.5M 122k 61.95
2022-09-30 $6.9M 124k 55.26
2022-06-30 $7.1M 120k 59.10
2022-03-31 $8.3M 126k 65.72
2021-12-31 $8.5M 129k 66.04
2021-09-30 $8.1M 68k 119.29
2021-06-30 $8.4M 70k 120.33
2021-03-31 $8.1M 70k 114.69
2020-12-31 $8.2M 76k 107.50
2020-09-30 $7.4M 77k 97.03
2020-06-30 $7.1M 77k 92.88
2020-03-31 $6.9M 85k 80.94
2019-12-31 $11M 106k 105.93
2019-09-30 $12M 122k 99.07
2019-06-30 $12M 128k 96.90
2019-03-31 $13M 139k 94.22
2018-12-31 $12M 145k 84.45
2018-09-30 $14M 146k 95.41
2018-06-30 $13M 147k 89.75
2018-03-31 $13M 145k 88.49
2017-12-31 $12M 134k 92.12
2017-09-30 $12M 133k 87.75
2017-06-30 $11M 134k 83.86
2017-03-31 $11M 138k 82.69
2016-12-31 $12M 143k 80.39
2016-09-30 $11M 148k 76.18
2016-06-30 $12M 156k 75.89

More positions owned by Bsc Private Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bsc Private Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund