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WisdomTree LargeCap Dividend Fund shares owned by Mosley Wealth Management

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

Historical chart of Mosley 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 Mosley 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 Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4k 51 87.04

More positions owned by Mosley Wealth Management

Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Nvidia Corporation Stock (NVDA)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Mosley Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund