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WisdomTree LargeCap Dividend Fund shares owned by GM Advisory

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

Historical chart of GM Advisory investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by GM Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $395k 4.5k 88.08
2025-09-30 $390k 4.5k 87.03
2025-06-30 $489k 6.0k 82.14
2025-03-31 $472k 6.0k 79.37
2024-12-31 $452k 5.8k 77.79
2024-09-30 $437k 5.6k 78.56
2024-06-30 $798k 11k 72.75
2024-03-31 $780k 11k 72.19
2023-12-31 $687k 10k 66.38
2023-09-30 $834k 14k 61.49
2023-06-30 $861k 14k 63.60
2023-03-31 $837k 14k 61.86
2022-12-31 $837k 14k 61.95
2022-09-30 $1.0M 18k 55.24
2022-06-30 $1.1M 18k 59.10
2022-03-31 $1.2M 18k 65.71
2021-12-31 $1.2M 18k 66.04
2021-09-30 $1.1M 9.0k 119.24
2021-06-30 $1.1M 9.0k 120.31
2021-03-31 $1.1M 9.4k 114.64
2020-12-31 $1.1M 11k 107.46
2020-09-30 $1.0M 10k 97.06
2020-06-30 $1.0M 11k 92.89
2020-03-31 $865k 11k 80.96
2019-12-31 $1.1M 11k 105.95
2019-09-30 $1.2M 12k 99.06
2019-06-30 $1.1M 12k 96.94
2019-03-31 $1.1M 12k 94.23
2018-12-31 $957k 11k 84.49
2018-09-30 $934k 9.8k 95.42
2018-06-30 $660k 7.4k 89.70
2018-03-31 $452k 5.1k 88.51
2017-12-31 $571k 6.2k 92.08
2017-09-30 $538k 6.2k 86.76
2017-06-30 $521k 6.2k 84.03
2017-03-31 $597k 7.2k 82.93
2016-12-31 $550k 6.9k 79.91
2014-06-30 $278k 3.9k 70.72
2014-03-31 $502k 7.4k 67.75
2013-12-31 $493k 7.4k 66.53

More positions owned by GM Advisory

SPDR Portfolio S&P 500 ETF Etf (SPYM)
iShares TR iShares 0-3 MNTH Treas BD ETF Etf (SGOV)
iShares Gold Trust iShares Etf (IAU)
Vanguard Index FDS Vanguard Total STK MKT ETF Etf (VTI)
BNY Mellon ETF TR US Large Cap Core Equity ETF Etf (BKLC)
Apple (AAPL)
iShares TR Russell 3000 ETF Etf (IWV)
iShares TR MSCI Acwi Ex US ETF Etf (ACWX)
iShares Barclays 1-3 YR TSY BD Etf (SHY)
NVIDIA Corporation (NVDA)
iShares TR Core S&P Total U S STK MKT ETF Etf (ITOT)
SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index Etf (SPTS)
SPDR Ser TR Barclays Aggregate BD ETF Etf (SPAB)
iShares TR PHLX Semiconductor ETF Etf (SOXX)
SPDR S&P 500 ETF TR TR Unit Etf (SPY)

View all positions for GM Advisory

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