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WisdomTree LargeCap Dividend Fund shares owned by Independent Wealth Network

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 16k 88.08
2025-09-30 $1.4M 16k 87.03
2025-06-30 $587k 7.1k 82.14

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPYV)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
Apple (AAPL)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Chevron Corporation (CVX)
Spdr Series Trust State Street Spd (SPAB)
Microsoft Corporation (MSFT)

View all positions for Independent Wealth Network

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Envestnet Asset Management
Cambridge Investment Research Advisors
Waterway Wealth Management
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund