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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
2025-12-31 $342k 3.9k 88.09
2025-09-30 $337k 3.9k 87.03
2025-06-30 $325k 4.0k 82.14
2024-12-31 $226k 2.9k 77.80
2024-09-30 $228k 2.9k 78.55
2024-03-31 $411k 5.7k 72.19

More positions owned by Eagle Strategies

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Growth Etf (VUG)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)

View all positions for Eagle Strategies

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Envestnet Asset Management
Cambridge Investment Research Advisors
Waterway Wealth Management
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund