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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
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

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for CoreCap Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
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
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund