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WisdomTree LargeCap Dividend Fund shares owned by JMG Financial Group

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by JMG Financial Group from 13F filings

Historical chart of JMG Financial Group investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by JMG Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 3.9k 87.04

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Dimensional Etf Trust (DFSV)
Spdr S&p 500 Etf (SPY)
Vanguard Emerging Markets ETF (VWO)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Schwab International Equity ETF (SCHF)
Sch Us Mid-cap Etf etf (SCHM)
iShares Russell Midcap Index Fund (IWR)
Vanguard Small-Cap Value ETF (VBR)
Dimensional Etf Trust (DFEM)
Vanguard Total Stock Market ETF (VTI)

View all positions for JMG Financial Group

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