Multi-Financial Securities »

WisdomTree LargeCap Dividend Fund shares owned by Multi-Financial Securities

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

Historical chart of Multi-Financial Securities investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Multi-Financial Securities 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 Multi-Financial Securities

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.8M 143k 61.49
2023-06-30 $9.3M 146k 63.60
2023-03-31 $8.6M 138k 61.86
2022-12-31 $7.0M 114k 61.95
2022-09-30 $2.8M 51k 55.27
2022-06-30 $2.3M 39k 59.09
2022-03-31 $1.6M 25k 65.71
2021-12-31 $1.5M 23k 66.05
2021-09-30 $1.4M 12k 119.27
2021-06-30 $1.4M 11k 120.36
2021-03-31 $1.3M 11k 114.71
2020-12-31 $2.9M 27k 107.49
2020-09-30 $2.6M 27k 97.03
2020-06-30 $2.6M 28k 92.88
2020-03-31 $2.0M 25k 80.95
2019-12-31 $402k 3.8k 106.60
2018-09-30 $200k 2.1k 96.48
2018-06-30 $206k 2.3k 89.25
2018-03-31 $235k 2.6k 89.08
2017-09-30 $227k 2.6k 87.81
2017-06-30 $264k 3.1k 84.08
2017-03-31 $290k 3.5k 82.74
2016-12-31 $281k 3.5k 80.17
2016-09-30 $240k 3.1k 77.27
2016-06-30 $239k 3.1k 76.33
2016-03-31 $234k 3.2k 73.24
2015-12-31 $840k 11k 74.11
2015-09-30 $823k 12k 67.32
2015-06-30 $884k 12k 72.31
2015-03-31 $896k 12k 73.29
2014-12-31 $840k 11k 74.11
2014-09-30 $767k 11k 71.12
2014-06-30 $763k 11k 70.75
2014-03-31 $742k 11k 67.79
2013-12-31 $652k 9.8k 66.53

More positions owned by Multi-Financial Securities

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Total Usd (IUSB)

View all positions for Multi-Financial Securities

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund