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WisdomTree LargeCap Dividend Fund shares owned by GEM Asset Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by GEM Asset Management from 13F filings

Historical chart of GEM Asset Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by GEM Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 2.3k 89.33

More positions owned by GEM Asset Management

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
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Dimensional Etf Trust Us Large Cap Val (DFLV)
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Apple (AAPL)
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Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for GEM Asset Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
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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