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WisdomTree LargeCap Dividend Fund shares owned by Legend Financial Advisors

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

Historical chart of Legend Financial 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 Legend Financial 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 Legend Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2k 104 78.56
2024-06-30 $7.6k 104 72.75
2024-03-31 $9.0k 125 72.19
2023-12-31 $2.8k 42 66.38
2023-06-30 $7.9k 124 63.60
2023-03-31 $7.7k 124 61.86
2022-12-31 $12k 186 61.95

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Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
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Altshares Trust Merger Arbitrage (ARB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)

View all positions for Legend Financial 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