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WisdomTree LargeCap Dividend Fund shares owned by PCG Wealth Advisors

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

Historical chart of PCG Wealth 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 PCG Wealth 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 PCG Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$216k	2.4k	88.07
2025-09-30	$212k	2.4k	87.02
2025-06-30	$201k	2.5k	82.14
2023-12-31	$231k	3.5k	66.39
2023-09-30	$247k	4.0k	61.49
2023-06-30	$258k	4.1k	63.61
2023-03-31	$228k	3.7k	61.87

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Global X Fds Global X Silver (SIL)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Capital Group Core Balanced SHS (CGBL)

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First Tr Exchange-traded Cap Strength Etf (FTCS)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

First Tr Exchange-traded Nat Gas Etf (FCG)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for PCG Wealth Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

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Envestnet Asset Management

Cambridge Investment Research Advisors

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View all funds holding WisdomTree LargeCap Dividend Fund

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