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WisdomTree LargeCap Dividend Fund shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Mosaic Family Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$242k	2.8k	86.73

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Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)

Vanguard Value Etf Value Etf (VTV)

Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)

Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)

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Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)

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Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)

Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)

Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)

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View all positions for Mosaic Family Wealth Partners

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