Moller Financial Services »

WisdomTree LargeCap Dividend Fund shares owned by Moller Financial Services

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

Historical chart of Moller Financial Services investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Moller Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Moller Financial Services

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.4M 26k 53.64
2012-06-30 $1.4M 26k 52.42
2012-03-31 $1.4M 26k 52.96
2011-12-31 $1.3M 26k 48.99
2011-09-30 $1.0M 24k 43.96
2011-06-30 $1.2M 24k 49.06
2011-03-31 $1.1M 24k 48.30

More positions owned by Moller Financial Services

Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)

View all positions for Moller Financial Services

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