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WisdomTree LargeCap Dividend Fund shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 2.2k 96.32
2025-03-31 $203k 2.6k 79.37
2024-12-31 $263k 3.4k 77.79
2024-09-30 $284k 3.6k 78.56
2024-06-30 $282k 3.9k 72.75
2024-03-31 $280k 3.9k 72.19
2023-12-31 $258k 3.9k 66.38

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Core S&p500 Etf (IVV)
Lam Research Corp Com New (LRCX)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Precedent Wealth Partners

Top funds holding WisdomTree LargeCap Dividend Fund

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Great Valley Advisor Group
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Hartland & Co
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Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund