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WisdomTree LargeCap Dividend Fund shares owned by Parallel Advisors

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

Historical chart of Parallel 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 Parallel 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 Parallel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 15k 87.03
2025-06-30 $1.3M 15k 82.14
2025-03-31 $1.2M 16k 79.37
2024-12-31 $1.2M 16k 77.79
2024-09-30 $1.2M 16k 78.56
2024-06-30 $1.1M 16k 72.75
2024-03-31 $1.1M 16k 72.19
2023-12-31 $1.2M 18k 66.38
2023-09-30 $1.2M 19k 61.49
2023-06-30 $1.2M 19k 63.60
2023-03-31 $1.3M 21k 61.86
2022-12-31 $1.3M 21k 61.95
2022-09-30 $955k 17k 55.24
2022-06-30 $1.1M 18k 59.10
2022-03-31 $1.2M 19k 66.56
2021-12-31 $1.2M 19k 66.01
2021-09-30 $1.2M 9.9k 120.34
2021-06-30 $1.2M 9.9k 120.34
2021-03-31 $1.1M 10k 114.70
2020-12-31 $1.1M 10k 107.47
2020-09-30 $928k 9.6k 97.04
2020-06-30 $735k 7.9k 92.83
2020-03-31 $572k 7.1k 80.88
2019-12-31 $672k 6.3k 105.88
2019-09-30 $395k 4.0k 99.07
2019-06-30 $18k 187 96.26
2019-03-31 $73k 774 94.32
2018-12-31 $65k 774 83.98
2018-09-30 $74k 774 95.61
2018-06-30 $69k 774 89.15
2018-03-31 $68k 774 87.86
2017-12-31 $71k 774 91.73
2017-09-30 $69k 774 89.15
2017-06-30 $66k 774 85.27
2017-03-31 $64k 774 82.69
2016-12-31 $74k 924 80.09

More positions owned by Parallel Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Corcept Therapeutics Stock (CORT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Microsoft Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Amazon.com Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Google Stock (GOOGL)
Cvb Finl Corp Stock (CVBF)
Vanguard Large Cap Etf (VV)
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis International Equity Etf Etf (AVDE)

View all positions for Parallel 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