Inlight Wealth Management »

WisdomTree LargeCap Dividend Fund shares owned by Inlight Wealth Management

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

Historical chart of Inlight Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Inlight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $75k 851 88.08
2025-09-30 $74k 851 87.03
2025-06-30 $70k 851 82.14

More positions owned by Inlight Wealth Management

Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Sprott Physical Gold & Silver Trust Cef (CEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Value Etf Etf (VTV)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
State Street Utilities Select Sector Spdr Etf Etf (XLU)
Ishares Russell Mid-cap Value Etf Etf (IWS)
Vanguard Small Cap Value Etf Etf (VBR)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vaneck Gold Miners Etf Etf (GDX)
Vanguard Mid-cap Value Etf Etf (VOE)
Vodafone Group Adr (VOD)

View all positions for Inlight Wealth Management

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
Wells Fargo & Company
Waterway Wealth Management

View all funds holding WisdomTree LargeCap Dividend Fund