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WisdomTree LargeCap Dividend Fund shares owned by Private Advisor

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

Historical chart of Private Advisor investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 232k 66.38
2023-09-30 $18M 286k 61.46
2023-06-30 $20M 306k 63.62
2023-03-31 $19M 303k 61.86
2022-12-31 $17k 274k 0.06
2022-09-30 $12M 210k 55.26
2022-06-30 $10M 172k 59.10
2022-03-31 $9.8M 149k 65.72
2021-12-31 $6.8M 104k 66.04
2021-09-30 $5.2M 44k 119.30
2021-06-30 $3.2M 27k 120.30
2021-03-31 $2.8M 24k 114.67
2020-12-31 $1.9M 17k 107.49
2020-09-30 $1.4M 14k 97.02
2020-06-30 $828k 8.9k 92.92
2020-03-31 $493k 6.1k 81.01
2019-12-31 $463k 4.4k 105.97
2019-09-30 $405k 4.1k 99.12
2019-06-30 $504k 5.2k 96.87
2019-03-31 $448k 4.8k 94.32
2018-12-31 $505k 6.0k 84.50
2018-09-30 $538k 5.6k 95.44
2018-06-30 $294k 3.6k 82.05
2018-03-31 $475k 5.4k 88.42
2017-12-31 $383k 4.1k 93.57
2017-09-30 $637k 7.3k 87.62
2017-06-30 $603k 7.2k 83.85
2017-03-31 $540k 6.5k 82.75
2016-12-31 $534k 6.6k 80.34
2016-09-30 $482k 6.3k 76.24
2016-06-30 $445k 5.9k 75.82
2016-03-31 $452k 6.2k 73.39
2015-12-31 $490k 6.9k 71.12
2015-09-30 $558k 8.3k 67.25
2015-06-30 $1.5M 20k 72.48
2015-03-31 $1.4M 20k 73.31
2014-12-31 $1.3M 18k 74.16
2014-09-30 $981k 14k 71.17
2014-06-30 $425k 6.0k 70.80
2014-03-31 $218k 3.2k 67.58

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Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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