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WisdomTree LargeCap Dividend Fund shares owned by Garrison Point Advisors

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

Historical chart of Garrison Point 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 Garrison Point 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 Garrison Point Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 15k 88.08

More positions owned by Garrison Point Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Garrison Point 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
Envestnet Asset Management
Cambridge Investment Research Advisors
Waterway Wealth Management
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund