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WisdomTree LargeCap Dividend Fund shares owned by Fairway Wealth

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

Historical chart of Fairway Wealth investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Fairway Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 273k 87.03
2025-06-30 $22M 262k 82.14
2025-03-31 $21M 259k 79.37
2024-12-31 $17M 223k 77.79
2024-09-30 $14M 183k 78.56
2024-06-30 $8.2M 113k 72.75
2024-03-31 $7.3M 102k 72.19
2023-12-31 $6.8M 103k 66.38

More positions owned by Fairway Wealth

Vanguard S&p 500 Etf Etf (VOO)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Wisdomtree Large Cap Dividend Etf (DLN)
Vanguard Short Term Infl-protected Etf (VTIP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Rpm Intl Stock (RPM)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Jpmorgan Equity Premium Income Etf Etf (JEPI)

View all positions for Fairway Wealth

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