Kelman-Lazarov »

WisdomTree LargeCap Dividend Fund shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 4.0k 78.56
2024-06-30 $293k 4.0k 72.75
2024-03-31 $294k 4.1k 72.19
2023-12-31 $410k 6.2k 66.38
2023-09-30 $380k 6.2k 61.49
2023-06-30 $395k 6.2k 63.60
2023-03-31 $386k 6.2k 61.86
2022-12-31 $387k 6.2k 61.95
2022-09-30 $345k 6.2k 55.24
2022-06-30 $369k 6.2k 59.09
2022-03-31 $441k 6.7k 65.74
2021-12-31 $443k 6.7k 66.04
2021-09-30 $400k 3.4k 119.26
2021-06-30 $404k 3.4k 120.45
2021-03-31 $397k 3.5k 114.61
2020-12-31 $372k 3.5k 107.39
2020-09-30 $336k 3.5k 97.00
2020-06-30 $324k 3.5k 92.92
2020-03-31 $287k 3.5k 80.96
2019-12-31 $455k 4.3k 106.04
2019-09-30 $437k 4.4k 98.96
2019-06-30 $431k 4.4k 96.96
2019-03-31 $486k 5.2k 94.30
2018-12-31 $435k 5.2k 84.40
2018-09-30 $539k 5.7k 95.33
2018-06-30 $507k 5.7k 89.67
2018-03-31 $518k 5.9k 88.49
2017-12-31 $539k 5.9k 92.07
2017-09-30 $518k 6.0k 86.77
2017-06-30 $528k 6.3k 84.02
2017-03-31 $534k 6.4k 83.00
2016-12-31 $514k 6.4k 79.90
2016-09-30 $490k 6.4k 76.18
2016-06-30 $520k 6.9k 75.83
2016-03-31 $506k 6.9k 73.77

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Kelman-Lazarov

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
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
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund