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WisdomTree LargeCap Dividend Fund shares owned by PFG Investments

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

Historical chart of PFG Investments investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by PFG Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by PFG Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $721k 10k 72.19
2023-12-31 $660k 9.9k 66.38
2023-09-30 $590k 9.6k 61.49
2023-06-30 $610k 9.6k 63.60
2023-03-31 $494k 8.0k 61.86

More positions owned by PFG Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Dynamic Income SHS (PDI)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for PFG Investments

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund