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WisdomTree LargeCap Dividend Fund shares owned by FSA Advisors

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

Historical chart of FSA 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 FSA 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 FSA Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $887k 11k 77.79
2024-09-30 $772k 11k 72.75
2024-06-30 $870k 12k 72.19
2024-03-31 $872k 12k 72.19

More positions owned by FSA Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)

View all positions for FSA Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
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
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund