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WisdomTree LargeCap Dividend Fund shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 16k 87.03
2025-06-30 $1.4M 17k 82.14
2025-03-31 $1.4M 17k 79.37
2024-12-31 $1.4M 18k 77.79
2024-09-30 $1.4M 18k 79.96
2024-06-30 $1.3M 18k 72.75

More positions owned by Cascade Financial Partners

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Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
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Spdr Series Trust Portfolio S&p400 (SPMD)
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Microsoft Corporation (MSFT)

View all positions for Cascade Financial Partners

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