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WisdomTree LargeCap Dividend Fund shares owned by Placemark Investments

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

Historical chart of Placemark 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 Placemark 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 Placemark Investments

Quarter filed Position value Share count Share price at filing
2013-03-31 $2.3M 40k 58.91
2012-12-31 $572k 11k 53.68

More positions owned by Placemark Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Express Scripts Holding
Ishares Tr Russell 2000 (IWM)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Dj Us Tech Sec (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Dj Us Finl Sec (IYF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Qualcomm (QCOM)
Ishares Tr Dj Us Utils (IDU)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Placemark 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