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WisdomTree LargeCap Dividend Fund shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth 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 Graves-Light Private Wealth 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 139k 66.38
2023-09-30 $8.7M 143k 60.82
2023-06-30 $10M 158k 63.60
2023-03-31 $10M 166k 61.86
2022-12-31 $11M 174k 61.95
2022-09-30 $10M 181k 55.26
2022-06-30 $11M 187k 59.10
2022-03-31 $13M 192k 65.72
2021-12-31 $13M 199k 66.04
2021-09-30 $12M 102k 119.29
2021-06-30 $12M 103k 120.32
2021-03-31 $12M 105k 114.68
2020-12-31 $12M 107k 107.50
2020-09-30 $11M 111k 97.04
2020-06-30 $11M 115k 92.88
2020-03-31 $9.5M 117k 80.94
2019-12-31 $12M 116k 105.93
2019-09-30 $12M 115k 100.55
2019-06-30 $11M 115k 96.90
2019-03-31 $11M 113k 94.22
2018-12-31 $9.1M 108k 84.45

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund