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WisdomTree LargeCap Dividend Fund shares owned by GW & Wade

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in WisdomTree LargeCap Dividend Fund

23:59:59.999Mar 30, 201323:59:59.999500:00:00Mar 31, 201300:00:00.000500:00:00.00123.302488M23.3024885M23.302489M23.3024895M23.30249M395.627k395.6275k395.628k395.6285k395.629k
Value ($)Share countHistorical DLN position of GW & Wade Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by GW & Wade

Quarter filed Position value Share count Share price at filing
2013-03-31 $23M 396k 58.90

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
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Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Advisors Capital Management

View all funds holding WisdomTree LargeCap Dividend Fund