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WisdomTree LargeCap Dividend Fund shares owned by CX Institutional

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

Historical chart of CX Institutional investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 103k 72.19
2023-12-31 $5.2M 78k 66.38
2023-09-30 $5.0M 81k 61.49
2023-06-30 $6.0M 95k 63.60
2023-03-31 $6.3M 101k 62.30
2022-12-31 $7.9M 127k 61.95
2022-09-30 $6.8M 123k 55.26
2022-06-30 $6.8M 116k 59.10
2022-03-31 $6.3M 96k 65.72
2021-12-31 $7.3M 110k 66.04
2021-09-30 $6.5M 55k 119.30
2021-06-30 $5.9M 49k 120.32
2021-03-31 $6.4M 56k 114.69
2020-12-31 $8.3M 77k 107.50
2020-09-30 $8.2M 85k 97.04
2020-06-30 $16M 170k 92.78
2020-03-31 $13M 166k 80.94
2019-12-31 $7.4M 70k 105.93
2019-09-30 $7.5M 76k 99.07
2019-06-30 $7.8M 81k 96.91
2019-03-31 $7.6M 81k 94.21
2018-12-31 $11M 129k 84.45
2018-09-30 $5.1M 53k 95.41
2018-06-30 $2.3M 26k 88.49

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund