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WisdomTree LargeCap Dividend Fund shares owned by Equitable Trust

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

Historical chart of Equitable Trust investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Equitable Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $448k 5.1k 87.03
2025-06-30 $423k 5.1k 82.14
2025-03-31 $409k 5.1k 79.37
2024-12-31 $401k 5.1k 77.79

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Microsoft Corporation (MSFT)
Hca Holdings (HCA)
Vanguard Value ETF (VTV)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Shopify Inc cl a (SHOP)
Ishares Core Intl Stock Etf core (IXUS)
Perimeter Solutions (PRM)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf (SPY)
Energy Select Sector SPDR (XLE)
Oracle Corporation (ORCL)

View all positions for Equitable Trust

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