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WisdomTree LargeCap Dividend Fund shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 23k 87.03
2025-06-30 $1.6M 19k 82.13
2025-03-31 $1.4M 17k 79.37
2024-12-31 $1.0M 14k 77.79
2024-09-30 $957k 12k 78.56
2024-06-30 $790k 11k 72.75
2024-03-31 $887k 12k 72.19
2023-12-31 $725k 11k 66.38
2023-09-30 $699k 11k 61.49
2023-06-30 $703k 11k 63.60
2022-12-31 $592k 9.6k 61.95

More positions owned by CoreCap Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Nvidia Corporation Stock (NVDA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for CoreCap Advisors

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