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WisdomTree LargeCap Dividend Fund shares owned by Fiduciary

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

Historical chart of Fiduciary investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Fiduciary

Quarter filed Position value Share count Share price at filing
2024-06-30 $481k 6.6k 72.76
2024-03-31 $477k 6.6k 72.20
2023-12-31 $439k 6.6k 66.39
2023-09-30 $406k 6.6k 61.49
2023-06-30 $420k 6.6k 63.60
2023-03-31 $404k 6.6k 61.20

More positions owned by Fiduciary

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Moody's Corporation (MCO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Palo Alto Networks (PANW)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Union Pacific Corporation (UNP)

View all positions for Fiduciary

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund