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WisdomTree LargeCap Dividend Fund shares owned by Orographic Financial Advisors

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

Historical chart of Orographic 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 Orographic 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 Orographic Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $548k 6.1k 89.18

More positions owned by Orographic Financial Advisors

Apple (AAPL)
Exxon Mobil Corporation (XOM)
TJX Companies (TJX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us dividend eq (SCHD)
Berkshire Hathaway (BRK.B)
Vanguard Information Technology ETF (VGT)
Cisco Systems (CSCO)
At&t (T)
Howmet Aerospace (HWM)
Chevron Corporation (CVX)
SPDR Gold Trust (GLD)
Kinder Morgan (KMI)
Bristol Myers Squibb (BMY)
Alphabet Inc Class A cs (GOOGL)

View all positions for Orographic Financial Advisors

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