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WisdomTree LargeCap Dividend Fund shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian 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 Etesian 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 42k 87.03
2025-06-30 $2.7M 32k 82.14
2025-03-31 $1.6M 20k 79.37
2024-12-31 $1.2M 15k 77.79
2024-09-30 $277k 3.5k 78.56

More positions owned by Etesian Wealth Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Us Quality Grow (QGRW)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Etesian 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