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WisdomTree LargeCap Dividend Fund shares owned by Costello Asset Management

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

Historical chart of Costello Asset Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Costello Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 918 87.07
2025-06-30 $75k 915 82.16
2025-03-31 $72k 911 79.41

More positions owned by Costello Asset Management

Nvidia Corporation Om (NVDA)
Amazon Om (AMZN)
Apple Om (AAPL)
Microsoft Corp Om (MSFT)
Alphabet Ap Stk Cl A (GOOGL)
Alphabet Ap Stk Cl C (GOOG)
Netflix Om (NFLX)
Berkshire Hathaway Inc Del L B New (BRK.B)
Johnson & Johnson Om (JNJ)
Visa Om Cl A (V)
Eli Lilly & Co Om (LLY)
Uber Technologies Om (UBER)
Constellation Energy Corp Om (CEG)
Marvell Technology Om (MRVL)
Artesian Res Corp L A (ARTNA)

View all positions for Costello Asset Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
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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