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WisdomTree LargeCap Dividend Fund shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 18k 87.03
2025-06-30 $404k 4.9k 82.14
2025-03-31 $393k 5.0k 79.27
2022-12-31 $25k 404 61.95

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Dimensional International Value Etf Etf (DFIV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Oreilly Automotive Stock (ORLY)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Farther Finance 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