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WisdomTree LargeCap Dividend Fund shares owned by Fox Financial

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

Historical chart of Fox Financial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Fox Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 255k 78.56
2024-06-30 $19M 254k 72.75
2024-03-31 $18M 251k 72.19
2023-12-31 $17M 253k 66.38

More positions owned by Fox Financial

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Fox Financial

Top funds holding WisdomTree LargeCap Dividend Fund

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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