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WisdomTree LargeCap Dividend Fund shares owned by Powers Advisory Group

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Powers Advisory Group from 13F filings

Historical chart of Powers Advisory Group investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Powers Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $447k 6.2k 72.19
2023-12-31 $410k 6.2k 66.38
2023-09-30 $377k 6.1k 61.49
2023-06-30 $387k 6.1k 63.60
2023-03-31 $374k 6.1k 61.86
2022-12-31 $373k 6.0k 61.95
2022-09-30 $460k 8.3k 55.28
2022-06-30 $488k 8.3k 59.07
2022-03-31 $644k 9.8k 65.69
2021-12-31 $367k 5.6k 65.96

More positions owned by Powers Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Powers Advisory Group

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