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WisdomTree LargeCap Dividend Fund shares owned by Nadler Financial

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

Historical chart of Nadler Financial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Nadler Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Nadler Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 46k 66.38
2023-09-30 $2.9M 48k 61.49
2023-06-30 $3.1M 49k 63.60
2023-03-31 $3.0M 49k 61.86
2022-12-31 $3.0M 49k 61.95
2022-09-30 $2.6M 48k 55.27
2022-06-30 $2.8M 48k 59.10
2022-03-31 $3.1M 47k 65.72
2021-12-31 $3.1M 47k 66.05
2021-09-30 $2.8M 24k 119.28
2021-06-30 $3.0M 25k 120.34
2021-03-31 $2.8M 25k 114.69
2020-12-31 $2.7M 26k 107.48
2020-09-30 $2.5M 26k 97.04
2020-06-30 $2.4M 26k 92.89
2020-03-31 $2.1M 26k 80.93
2019-12-31 $2.7M 26k 105.94
2019-09-30 $2.5M 26k 99.07
2019-06-30 $2.5M 26k 96.89
2019-03-31 $2.4M 26k 94.24
2018-12-31 $2.4M 28k 84.46
2018-09-30 $3.3M 35k 95.42
2018-06-30 $3.2M 35k 89.74
2018-03-31 $2.9M 33k 88.49
2017-12-31 $3.3M 36k 92.11
2017-09-30 $3.0M 35k 86.83
2017-06-30 $3.0M 35k 84.09
2017-03-31 $3.1M 38k 82.92
2016-12-31 $3.0M 38k 79.91
2016-09-30 $2.9M 37k 77.00
2016-06-30 $2.8M 36k 75.76
2016-03-31 $2.7M 37k 73.40
2015-12-31 $2.8M 39k 71.14
2015-09-30 $2.7M 39k 67.29
2015-06-30 $3.3M 46k 72.50
2015-03-31 $3.3M 45k 73.30
2014-12-31 $3.4M 46k 74.16
2014-09-30 $3.2M 46k 71.17
2014-06-30 $3.2M 45k 70.80
2014-03-31 $3.3M 49k 67.65
2013-12-31 $3.4M 51k 66.54
2013-09-30 $3.0M 50k 61.20
2013-06-30 $3.0M 50k 59.82

More positions owned by Nadler Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Nadler Financial

Top funds holding WisdomTree LargeCap Dividend Fund

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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