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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
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

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund