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WisdomTree LargeCap Dividend Fund shares owned by Operose Advisors

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

Historical chart of Operose 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 Operose 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $910k 12k 77.79
2024-09-30 $919k 12k 78.56

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab International Equity ETF Etf (SCHF)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
iShares International Select Dividend ETF Etf (IDV)
Microsoft Corp Common (MSFT)
Vanguard S&P 500 ETF Etf (VOO)
Apple Common (AAPL)
Vanguard Russell 1000 Growth ETF Etf (VONG)
iShares Russell 2000 ETF Etf (IWM)
iShares Select Dividend ETF Etf (DVY)
Broadcom Common (AVGO)

View all positions for Operose 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