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WisdomTree LargeCap Dividend Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $41M 669k 61.49
2023-06-30 $56M 887k 63.60
2023-03-31 $40M 643k 61.86
2022-12-31 $38M 613k 61.95
2022-09-30 $34M 609k 55.26
2022-06-30 $35M 600k 59.10
2022-03-31 $39M 595k 65.72
2021-12-31 $41M 619k 66.04
2021-09-30 $38M 315k 119.29
2021-06-30 $38M 316k 120.32
2021-03-31 $33M 291k 114.68
2020-12-31 $27M 252k 107.50
2020-09-30 $22M 226k 97.04
2020-06-30 $18M 197k 92.88
2020-03-31 $14M 176k 80.94
2019-12-31 $17M 164k 105.93
2019-09-30 $14M 144k 99.07
2019-06-30 $13M 130k 96.90
2019-03-31 $10M 108k 94.22
2018-12-31 $9.9M 117k 84.45
2018-09-30 $4.0M 41k 95.41
2018-06-30 $6.1M 68k 89.75
2018-03-31 $7.3M 83k 87.81
2017-12-31 $5.0M 54k 92.13
2017-09-30 $4.3M 49k 86.80
2017-06-30 $4.1M 49k 84.09
2017-03-31 $4.3M 51k 82.92
2016-12-31 $4.7M 59k 79.88
2016-09-30 $4.3M 56k 76.98
2016-06-30 $5.1M 68k 75.76
2016-03-31 $12M 164k 73.40
2015-12-31 $13M 182k 71.14
2015-09-30 $17M 253k 67.30
2015-06-30 $19M 267k 72.49
2015-03-31 $24M 327k 73.30
2014-12-31 $13M 177k 74.16
2014-09-30 $18M 248k 71.17
2014-06-30 $19M 270k 70.80
2014-03-31 $19M 286k 67.65
2013-12-31 $16M 244k 66.54
2013-09-30 $14M 232k 61.21
2013-06-30 $15M 244k 59.81

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

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