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WisdomTree LargeCap Dividend Fund shares owned by Northwest Financial Advisors

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

Historical chart of Northwest 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 Northwest 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $669k 8.6k 77.79
2024-09-30 $360k 4.6k 78.56
2024-06-30 $339k 4.7k 72.75
2024-03-31 $336k 4.6k 72.19
2023-12-31 $308k 4.6k 66.38

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NVIDIA Corporation (NVDA)
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Brookfield Corp Cl A Ltd Vt Sh (BN)
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View all positions for Northwest Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund