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WisdomTree LargeCap Dividend Fund shares owned by Lake Street Advisors Group

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

Historical chart of Lake Street Advisors 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 Lake Street Advisors 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $882k 11k 78.56
2024-06-30 $802k 11k 72.75
2023-12-31 $731k 11k 66.38
2023-09-30 $683k 11k 61.46
2023-06-30 $810k 13k 63.61
2022-12-31 $688k 11k 61.92

More positions owned by Lake Street Advisors Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Brookfield Infrast Partners Lp Int Unit (BIP)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Ishares Tr Core Msci Eafe (IEFA)
Brookfield Renewable Partner Partnership Unit (BEP)

View all positions for Lake Street Advisors Group

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