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WisdomTree LargeCap Dividend Fund shares owned by Family Asset Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Family Asset Management from 13F filings

Historical chart of Family Asset Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $539k 6.9k 78.56
2024-06-30 $500k 6.9k 72.75
2024-03-31 $529k 7.3k 72.19
2023-12-31 $486k 7.3k 66.38
2023-09-30 $776k 13k 61.49
2023-06-30 $871k 14k 63.60
2023-03-31 $870k 14k 61.86
2022-12-31 $995k 16k 61.95

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Msci Euro (IEUR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Family Asset Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund