Burk Holdings »

WisdomTree LargeCap Dividend Fund shares owned by Burk Holdings

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

Historical chart of Burk Holdings investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Burk Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $940k 11k 87.03

More positions owned by Burk Holdings

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Burk Holdings

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
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Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Waterway Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund