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WisdomTree LargeCap Dividend Fund shares owned by First American Trust

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

Historical chart of First American Trust investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by First American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 123k 87.03
2025-06-30 $10M 126k 82.14
2025-03-31 $9.9M 124k 79.37
2024-12-31 $9.1M 117k 77.79

More positions owned by First American Trust

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Unit Investment (EFV)
Amazon.com Common Stock (AMZN)
Vanguard Unit Investment (VTV)
Alphabet Common Stock (GOOGL)
Jpmorgan Chase & Co Common Stock (JPM)
Ishares Commodities Etf (IAU)
First American Financial Common Stock (FAF)
Meta Platforms Common Stock (META)
Goldman Sachs Trust Unit Investment (GSSC)
Eli Lilly & Co Common Stock (LLY)
Broadcom Common Stock (AVGO)
Ishares Unit Inv Trust (IEI)

View all positions for First American Trust

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