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WisdomTree LargeCap Dividend Fund shares owned by CLG

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

Historical chart of CLG investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by CLG

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 379k 87.03
2025-06-30 $23M 280k 82.14
2025-03-31 $20M 246k 79.37
2024-12-31 $12M 152k 77.79

More positions owned by CLG

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Chevron Corporation (CVX)
Apple (AAPL)
Civitas Resources Com New (CIVI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Multisector Bd (PYLD)
Echostar Corp Cl A (SATS)
Vaneck Etf Trust Gold Miners Etf (GDX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for CLG

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