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WisdomTree LargeCap Dividend Fund shares owned by CXI Advisors

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

Historical chart of CXI 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 CXI 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 CXI Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $24k 224 107.14

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Comcast Corporation (CMCSA)
Invesco S&p 500 Low Volatility Etf (SPLV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Large-Cap ETF (VV)
Doubleline Total Etf etf (TOTL)
Microsoft Corporation (MSFT)
Ishares Inc msci world idx (URTH)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Vanguard Mid-Cap ETF (VO)
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV)
SPDR DJ Wilshire Large Cap Value (SPYV)

View all positions for CXI Advisors

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