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WisdomTree LargeCap Dividend Fund shares owned by Centricity Wealth Management

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

Historical chart of Centricity 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 Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $21k 250 82.14
2025-03-31 $20k 250 79.37
2024-12-31 $19k 250 77.79

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Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

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View all funds holding WisdomTree LargeCap Dividend Fund