Fox Financial »

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

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

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Fox Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 314k 87.03
2025-06-30 $26M 315k 82.14
2025-03-31 $25M 313k 79.37
2024-12-31 $24M 311k 77.79
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

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

View all positions for Fox Financial

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