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WisdomTree LargeCap Dividend Fund shares owned by Farrell Financial

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

Historical chart of Farrell Financial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Farrell Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $221k 2.3k 97.22

More positions owned by Farrell Financial

Vanguard Index Fds Mrngstr Lrg Cap (VV)
Vanguard World Esg Us Stk Etf (ESGV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Farrell Financial

Top funds holding WisdomTree LargeCap Dividend Fund

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Hartland & Co
Wells Fargo & Company
Envestnet Asset Management
Waterway Wealth Management

View all funds holding WisdomTree LargeCap Dividend Fund