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WisdomTree LargeCap Dividend Fund shares owned by IFG Advisory

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

Historical chart of IFG 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 IFG 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 51k 78.56
2024-06-30 $3.6M 50k 72.75
2024-03-31 $3.9M 54k 72.19
2023-12-31 $11M 162k 66.38
2023-09-30 $9.9M 160k 61.49
2023-06-30 $10M 164k 63.60
2023-03-31 $9.9M 160k 61.86
2022-12-31 $8.3M 134k 61.95
2022-09-30 $859k 16k 55.20
2022-06-30 $839k 14k 59.06
2022-03-31 $844k 13k 65.70
2021-12-31 $694k 11k 66.02
2021-09-30 $618k 5.2k 119.19
2021-06-30 $625k 5.2k 120.31
2021-03-31 $768k 6.7k 114.54
2020-12-31 $707k 6.6k 107.45
2020-09-30 $448k 4.6k 96.84
2020-06-30 $327k 3.5k 92.87
2019-06-30 $877k 26k 33.74
2019-03-31 $956k 28k 33.78
2018-12-31 $1.1M 35k 31.58
2018-09-30 $1.3M 33k 38.12
2018-06-30 $1.3M 35k 38.39
2018-03-31 $1.3M 36k 36.14

More positions owned by IFG Advisory

Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
Apple Common Stock (AAPL)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FTCS)
Vanguard High MF Closed and MF Open (VYM)
Invesco Russell MF Closed and MF Open (OMFL)
Spdr Portfolio MF Closed and MF Open (SPLG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)
Ishares Core MF Closed and MF Open (DIVB)

View all positions for IFG Advisory

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund