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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
2024-03-31 $7.3M 102k 72.19
2023-12-31 $6.8M 103k 66.38

More positions owned by Fairway Wealth

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

View all positions for Fairway Wealth

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