Chevoit Value Management »

WisdomTree LargeCap Dividend Fund shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value 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 Chevoit Value Management 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $85k 974 87.60
2025-06-30 $82k 974 84.07
2025-03-31 $76k 974 77.59

More positions owned by Chevoit Value Management

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Agnico Eagle Mines Stock (AEM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Johnson & Johnson Stock (JNJ)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Newmont Corp Stock (NEM)
Visa Inc Com Cl A Stock (V)
Unilever Adr (UL)
Amazon Stock (AMZN)

View all positions for Chevoit Value Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
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