Founders Financial Securities »

WisdomTree LargeCap Dividend Fund shares owned by Founders Financial Securities

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

Historical chart of Founders Financial Securities investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2025-06-30 $309k 3.8k 82.15
2025-03-31 $275k 3.6k 76.26
2024-06-30 $263k 3.6k 72.76

More positions owned by Founders Financial Securities

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Founders Financial Securities

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
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
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund