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WisdomTree LargeCap Dividend Fund shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $740k 9.4k 78.56
2024-06-30 $688k 9.5k 72.75
2024-03-31 $813k 11k 72.19
2023-12-31 $845k 13k 66.38
2023-09-30 $772k 13k 61.49
2023-06-30 $768k 12k 63.60
2023-03-31 $430k 6.9k 61.86

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Global X Fds Us Pfd Etf (PFFD)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund