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WisdomTree LargeCap Dividend Fund shares owned by Clear Point Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $43k 586 72.75
2024-03-31 $42k 586 72.19
2023-12-31 $39k 586 66.38

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
Apple (AAPL)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Creative Planning
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Cambridge Investment Research Advisors
Waterway Wealth Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund