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WisdomTree LargeCap Dividend Fund shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $589k 6.7k 88.08

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

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