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WisdomTree LargeCap Dividend Fund shares owned by Dickmeyer Boyce Financial Management

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

Historical chart of Dickmeyer Boyce Financial 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 Dickmeyer Boyce Financial 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 Dickmeyer Boyce Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 30k 89.33

More positions owned by Dickmeyer Boyce Financial Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mid Cap Etf (IWR)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Value Etf (VTV)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Dickmeyer Boyce Financial Management

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund