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WisdomTree LargeCap Dividend Fund shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $39k 500 77.79
2024-09-30 $39k 500 78.56
2024-06-30 $36k 500 72.75
2024-03-31 $36k 500 72.19
2023-12-31 $66k 1.0k 66.38
2023-09-30 $31k 500 61.49
2020-09-30 $24k 250 96.00

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco S&p MF Closed and MF Open (RSP)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Gold Common Stock (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Russell MF Closed and MF Open (IWO)

View all positions for Fortis Group Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Advisors Capital Management

View all funds holding WisdomTree LargeCap Dividend Fund