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WisdomTree LargeCap Dividend Fund shares owned by Capital Directions Investment Advisory

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

Historical chart of Capital Directions Investment Advisory investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $22k 350 61.95
2022-09-30 $0 0 0.00
2022-06-30 $21k 350 60.00
2022-03-31 $23k 350 65.71
2021-09-30 $21k 175 120.00

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

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