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WisdomTree LargeCap Dividend Fund shares owned by Longview Financial Advisors

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

Historical chart of Longview Financial Advisors investment in WisdomTree LargeCap Dividend Fund

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All positions including WisdomTree LargeCap Dividend Fund held by Longview 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 Longview Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$35k	400	87.03
2025-06-30	$33k	400	82.14
2025-03-31	$32k	400	79.37
2024-12-31	$35k	448	77.79

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J P Morgan Exchange Traded F Hedged Equity La (HELO)

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Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Intl Small Cap V (DISV)

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Dimensional Etf Trust Us Sustainabilty (DFSU)

Dimensional Etf Trust Global Real Est (DFGR)

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Apple (AAPL)

View all positions for Longview Financial Advisors

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View all funds holding WisdomTree LargeCap Dividend Fund

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