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WisdomTree LargeCap Dividend Fund shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 30k 78.48
2024-06-30 $4.0M 55k 72.75
2024-03-31 $3.3M 46k 72.19
2023-12-31 $3.3M 50k 66.38
2023-09-30 $702k 5.8k 121.50
2023-06-30 $686k 11k 63.60

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
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
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund