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WisdomTree LargeCap Dividend Fund shares owned by KPP Advisory Services

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by KPP Advisory Services from 13F filings

Historical chart of KPP Advisory Services investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by KPP Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 18k 87.03
2025-06-30 $1.3M 15k 82.14
2025-03-31 $1.1M 14k 79.37
2024-12-31 $1.1M 14k 77.79
2024-09-30 $983k 13k 78.56

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View all positions for KPP Advisory Services

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund