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Marshall & Sterling Wealth Advisors »

WisdomTree LargeCap Dividend Fund shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth 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 Marshall & Sterling Wealth 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 Marshall & Sterling Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$20k	218	89.29

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)

Wisdomtree Us MF Closed and MF Open (DGRW)

Neos S&p MF Closed and MF Open (SPYI)

Vaneck Morningstar MF Closed and MF Open (MOAT)

Fidelity High MF Closed and MF Open (FDVV)

Vanguard Information MF Closed and MF Open (VGT)

Ishares Msci MF Closed and MF Open (GARP)

Invesco S&p MF Closed and MF Open (RWK)

Vanguard Mid MF Closed and MF Open (VO)

Tortoise North MF Closed and MF Open (TPYP)

Swan Hedged MF Closed and MF Open (HEGD)

Vanguard Growth MF Closed and MF Open (VUG)

Invesco S&p MF Closed and MF Open (IDMO)

Jpmorgan Hedged MF Closed and MF Open (HELO)

Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

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Bank of America Corporation

Trilogy Capital

Evercore Wealth Management

Cetera Investment Advisers

Hartland & Co

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Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund

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