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WisdomTree LargeCap Dividend Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 60k 87.03
2025-06-30 $4.9M 60k 82.14
2025-03-31 $4.8M 61k 79.37
2024-12-31 $5.0M 64k 77.79
2024-09-30 $5.3M 67k 78.56
2024-06-30 $4.8M 66k 72.75
2024-03-31 $5.3M 74k 72.19
2023-12-31 $5.2M 79k 66.38
2023-09-30 $4.9M 79k 61.49
2023-06-30 $5.1M 81k 63.60
2023-03-31 $5.1M 82k 61.86
2022-12-31 $6.1M 98k 61.95
2022-09-30 $5.7M 103k 55.26
2022-06-30 $6.2M 105k 59.10
2022-03-31 $6.5M 98k 65.72
2021-12-31 $7.2M 108k 66.04
2021-09-30 $6.5M 54k 119.29
2021-06-30 $6.7M 56k 120.32
2021-03-31 $6.3M 55k 114.68
2020-12-31 $1.2M 11k 107.51
2020-09-30 $710k 7.3k 97.19
2020-06-30 $1.1M 11k 92.85
2020-03-31 $769k 9.9k 77.47
2019-12-31 $1.1M 10k 106.48
2019-09-30 $1.0M 10k 99.06
2019-06-30 $990k 10k 96.91
2019-03-31 $981k 10k 94.18
2018-12-31 $28k 333 84.08
2018-09-30 $32k 333 96.10
2018-06-30 $30k 333 90.09
2018-03-31 $17k 196 86.73
2017-12-31 $18k 196 91.84
2017-09-30 $18k 196 91.84

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Waterway Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund