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WisdomTree LargeCap Dividend Fund shares owned by Focus Financial Network

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

Historical chart of Focus Financial Network investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Focus Financial Network

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 30k 66.38

More positions owned by Focus Financial Network

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Focus Financial Network

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund