Kuhn & Co Investment Counsel »

WisdomTree LargeCap Dividend Fund shares owned by Kuhn & Co Investment Counsel

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Kuhn & Co Investment Counsel from 13F filings

Historical chart of Kuhn & Co Investment Counsel investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Kuhn & Co Investment Counsel 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 Kuhn & Co Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 2.7k 87.03
2025-06-30 $224k 2.7k 82.14
2025-03-31 $216k 2.7k 79.37
2024-03-31 $222k 3.1k 72.19
2023-12-31 $280k 4.2k 66.38

More positions owned by Kuhn & Co Investment Counsel

Schwab Strategic Tr Fundamental Intl (FNDF)
NVIDIA Corporation (NVDA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)
Lam Research Corp Com New (LRCX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Eli Lilly & Co. (LLY)
Victory Portfolios Ii Victoryshares We (MODL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Visa Com Cl A (V)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Kuhn & Co Investment Counsel

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