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WisdomTree LargeCap Dividend Fund shares owned by Impact Capital Partners

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Impact Capital Partners from 13F filings

Historical chart of Impact Capital Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Impact Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $521k 5.8k 89.33

More positions owned by Impact Capital Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Intl Moment (IMTM)
Abbvie (ABBV)
Coca-Cola Company (KO)

View all positions for Impact Capital Partners

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund