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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
2025-06-30 $251k 3.1k 82.13
2025-03-31 $630k 7.9k 79.37
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

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Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
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NVIDIA Corporation (NVDA)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Aim Etf Products Trust Allianzim Us Equ (DECU)
BlackRock MuniYield Michigan Insured Fnd (MIY)
Spdr S&p 500 Etf Tr Unit (SPY)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Innovator Us Equity Power Buffer Etf Us Eqty Pwr Buf (PJAN)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Innovator Us Equity Buffer Etf Us Eqty Bufr Jan (BJAN)
Innovator Us Eqy Buffer Etf Us Eqty Buf Oct (BOCT)
Innovator Us Equity Buffer Etf Us Eqty Bufr Jul (BJUL)

View all positions for FSA Advisors

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