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WisdomTree LargeCap Dividend Fund shares owned by Prestige Wealth Management Group

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

Historical chart of Prestige Wealth Management 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 Prestige Wealth Management 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 Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $91k 1.4k 66.38
2023-09-30 $85k 1.4k 61.49
2023-06-30 $90k 1.4k 63.60
2023-03-31 $11M 175k 61.86
2022-12-31 $11M 181k 61.95
2022-09-30 $10M 185k 55.26
2022-06-30 $11M 184k 59.10
2022-03-31 $12M 177k 65.72
2021-12-31 $248k 3.8k 66.13
2021-09-30 $224k 1.9k 119.47
2021-06-30 $226k 1.9k 120.53

More positions owned by Prestige Wealth Management Group

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Broad Usd High (USHY)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Conv Bd Etf (ICVT)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Wisdomtree Tr Us Quality Grow (QGRW)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Colgate-Palmolive Company (CL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Prestige Wealth Management 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