Certified Advisory Corp »

WisdomTree LargeCap Dividend Fund shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $352k 5.3k 66.38
2023-09-30 $412k 6.7k 61.49
2023-06-30 $417k 6.6k 63.60
2023-03-31 $484k 7.8k 61.86
2022-12-31 $498k 8.0k 61.95
2022-09-30 $472k 8.5k 55.24
2022-06-30 $550k 9.3k 59.11
2022-03-31 $617k 9.4k 65.69
2021-12-31 $674k 10k 66.02
2021-09-30 $703k 5.9k 119.31
2021-06-30 $1.1M 9.2k 120.35
2021-03-31 $984k 8.6k 114.71
2020-06-30 $67k 720 93.06
2020-03-31 $58k 716 81.01
2019-12-31 $75k 712 105.34
2019-09-30 $70k 709 98.73
2019-06-30 $68k 705 96.45
2019-03-31 $72k 761 94.61
2018-12-31 $73k 862 84.69
2018-09-30 $61k 639 95.46
2018-06-30 $59k 661 89.26
2018-03-31 $58k 660 87.88
2017-12-31 $69k 754 91.51

More positions owned by Certified Advisory Corp

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

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