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WisdomTree LargeCap Dividend Fund shares owned by Harbour Investments

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

Historical chart of Harbour Investments investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Harbour Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 17k 96.32
2026-03-31 $1.2M 14k 89.33
2025-12-31 $440k 5.0k 88.08
2025-09-30 $435k 5.0k 87.03
2025-06-30 $335k 4.1k 82.14
2025-03-31 $324k 4.1k 79.37
2024-12-31 $229k 2.9k 77.79
2024-09-30 $231k 2.9k 78.56
2024-06-30 $214k 2.9k 72.75
2024-03-31 $213k 2.9k 72.19
2023-12-31 $195k 2.9k 66.38
2023-09-30 $160k 2.6k 61.49
2023-06-30 $172k 2.7k 63.60
2023-03-31 $168k 2.7k 61.86
2022-12-31 $168k 2.7k 61.95
2022-09-30 $203k 3.4k 59.05
2022-06-30 $203k 3.4k 59.05
2021-12-31 $209k 3.2k 65.91
2021-09-30 $311k 2.6k 119.39
2021-06-30 $313k 2.6k 120.29
2021-03-31 $298k 2.6k 114.57

More positions owned by Harbour Investments

Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Apple Stock (AAPL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ft Vest Laddered Buffer Etf Etf (BUFR)
State Street Spdr S&p 500 Etf Etf (SPY)
Capital Group Core Plus Income Etf Etf (CGCP)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares S&p 500 Growth Etf Etf (IVW)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Vanguard Morningstar Growth Etf Etf (VUG)

View all positions for Harbour Investments

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