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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
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

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

View all positions for Fiduciary

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