Private Ocean »

WisdomTree LargeCap Dividend Fund shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Ocean consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $249k 3.4k 72.75
2024-03-31 $247k 3.4k 72.19
2023-12-31 $227k 3.4k 66.38
2023-09-30 $210k 3.4k 61.49
2023-06-30 $218k 3.4k 63.60
2023-03-31 $212k 3.4k 61.86
2022-12-31 $212k 3.4k 61.95
2022-09-30 $188k 3.4k 54.97
2022-06-30 $202k 3.4k 59.06
2022-03-31 $225k 3.4k 65.79
2021-12-31 $226k 3.4k 66.08
2021-09-30 $204k 1.7k 119.30
2021-06-30 $206k 1.7k 120.47
2021-03-31 $196k 1.7k 114.62
2020-12-31 $184k 1.7k 107.60
2020-09-30 $166k 1.7k 97.08
2020-03-31 $250k 3.1k 80.67
2019-12-31 $329k 3.1k 106.16
2019-09-30 $308k 3.1k 99.39
2019-06-30 $300k 3.1k 96.81
2019-03-31 $292k 3.1k 94.22
2018-12-31 $262k 3.1k 84.54

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund