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WisdomTree LargeCap Dividend Fund shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.7M 57k 82.14
2025-03-31 $4.1M 51k 79.37
2024-12-31 $4.0M 52k 77.79
2024-09-30 $4.1M 52k 78.56
2024-06-30 $3.8M 52k 72.75
2024-03-31 $3.8M 52k 72.19
2023-12-31 $3.5M 53k 66.38
2023-09-30 $3.3M 53k 61.49
2023-06-30 $3.4M 53k 63.64
2023-03-31 $1.4M 46k 31.59
2022-12-31 $3.3M 53k 61.95
2022-09-30 $3.0M 54k 55.26
2022-06-30 $2.3M 39k 59.11
2022-03-31 $2.6M 39k 65.71
2021-12-31 $2.6M 40k 66.05
2021-09-30 $2.3M 21k 110.99
2021-06-30 $3.0M 25k 120.32
2021-03-31 $3.2M 28k 114.69
2020-12-31 $3.0M 28k 107.51
2020-09-30 $2.7M 28k 97.03
2020-06-30 $0 0 0.00
2020-03-31 $2.3M 28k 80.92
2019-12-31 $2.4M 22k 105.94
2019-09-30 $340k 3.4k 99.13
2019-06-30 $332k 3.4k 96.79
2019-03-31 $575k 6.1k 94.14
2018-12-31 $290k 3.4k 84.55
2018-09-30 $327k 3.4k 95.34
2018-06-30 $308k 3.4k 89.80
2018-03-31 $304k 3.4k 88.63
2017-12-31 $316k 3.4k 92.13
2017-09-30 $298k 3.4k 86.88
2017-06-30 $288k 3.4k 83.97
2017-03-31 $284k 3.4k 82.80
2015-12-31 $238k 3.3k 71.15

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund