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WisdomTree LargeCap Dividend Fund shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 741 96.32
2023-12-31 $49k 741 66.38
2023-09-30 $46k 741 61.49
2023-06-30 $47k 741 63.60
2023-03-31 $35k 558 61.86
2022-12-31 $35k 558 61.95
2022-09-30 $31k 558 55.56
2022-06-30 $33k 558 59.14
2022-03-31 $37k 558 66.31
2021-12-31 $37k 558 66.31

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Glassman Wealth Services

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Great Valley Advisor Group
Creative Planning
UBS Group
Trilogy Capital
Cetera Investment Advisers
Evercore Wealth Management
Bank of America Corporation
Hartland & Co
Wells Fargo & Company
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund