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WisdomTree LargeCap Dividend Fund shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Eagle Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 2.9k 78.55
2024-03-31 $411k 5.7k 72.19

More positions owned by Eagle Strategies

Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Global X Fds Global X Uranium (URA)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Eagle Strategies

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