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WisdomTree LargeCap Dividend Fund shares owned by Mosaic Financial Partners

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

Historical chart of Mosaic Financial 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 Financial 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 Financial Partners

Quarter filed Position value Share count Share price at filing
2013-03-31 $326k 5.5k 58.95
2012-12-31 $297k 5.5k 53.71
2012-09-30 $302k 5.5k 54.61

More positions owned by Mosaic Financial Partners

iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)
Weyerhaeuser Company (WY)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares Russell 1000 Index (IWB)
IndexIQ IQ ARB Merger Arbitrage ETF (MNA)
Ishares Inc core msci emkt (IEMG)
Invesco Ftse Rafi Dev etf - e (PXF)
iShares S&P 500 Index (IVV)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard Europe Pacific ETF (VEA)
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ)
Wisdomtree Tr em lcl debt (ELD)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Rayonier (RYN)

View all positions for Mosaic Financial Partners

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Colony
Creative Planning
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Royal Bank of Canada
Cambridge Investment Research Advisors
Envestnet Asset Management
Waterway Wealth Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund