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WisdomTree LargeCap Dividend Fund shares owned by Mission Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 40k 72.19
2023-12-31 $2.7M 40k 66.38
2023-09-30 $2.5M 40k 61.49
2023-06-30 $2.6M 41k 63.60
2023-03-31 $2.5M 41k 61.86
2022-12-31 $2.6M 42k 61.95
2022-09-30 $2.2M 40k 55.26
2022-06-30 $2.5M 43k 59.11
2022-03-31 $2.8M 43k 65.72
2021-12-31 $3.8M 58k 66.04
2021-09-30 $3.4M 29k 119.31
2021-06-30 $3.5M 29k 120.32
2021-03-31 $3.5M 31k 114.68
2020-12-31 $3.9M 36k 107.50
2020-09-30 $3.8M 39k 97.04
2020-06-30 $3.6M 39k 92.87
2020-03-31 $2.9M 36k 80.94
2019-12-31 $3.2M 30k 105.92
2019-09-30 $3.0M 30k 99.06
2019-06-30 $2.9M 30k 96.91
2019-03-31 $2.9M 31k 94.21
2018-12-31 $2.9M 34k 84.46
2018-09-30 $3.3M 35k 95.40
2018-06-30 $4.4M 49k 89.76
2018-03-31 $4.4M 50k 88.49
2017-12-31 $4.7M 51k 92.11
2017-09-30 $4.7M 54k 86.84
2017-06-30 $4.8M 57k 84.08
2017-03-31 $4.8M 58k 82.93
2016-12-31 $5.0M 62k 79.90
2016-09-30 $6.3M 82k 76.99
2016-06-30 $6.1M 80k 75.76
2016-03-31 $6.0M 81k 73.39
2015-12-31 $5.7M 80k 71.14
2015-09-30 $5.4M 80k 67.30
2015-06-30 $5.7M 77k 73.29

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
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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