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WisdomTree LargeCap Dividend Fund shares owned by Monongahela Capital Management

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

Historical chart of Monongahela Capital Management investment in WisdomTree LargeCap Dividend Fund

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All positions including WisdomTree LargeCap Dividend Fund held by Monongahela Capital 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 Monongahela Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $926k 13k 72.75
2024-03-31 $919k 13k 72.19

More positions owned by Monongahela Capital Management

Eli Lilly & Co. (LLY)
Coherent Corp (COHR)
Abbvie (ABBV)
Williams-Sonoma (WSM)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Badger Meter (BMI)
Emerson Electric (EMR)
Abbott Laboratories (ABT)
Rockwell Automation (ROK)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Kimberly-Clark Corporation (KMB)
Wk Kellogg Com Shs (KLG)
PPG Industries (PPG)

View all positions for Monongahela Capital Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Bank of America Corporation
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wilbanks Smith & Thomas Asset Management
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree LargeCap Dividend Fund