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WisdomTree LargeCap Dividend Fund shares owned by Private Trust Co Na

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

Historical chart of Private Trust Co Na investment in WisdomTree LargeCap Dividend Fund

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All positions including WisdomTree LargeCap Dividend Fund held by Private Trust Co Na 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 Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 18k 72.19
2023-12-31 $1.2M 18k 66.38
2023-09-30 $1.1M 17k 61.49
2023-06-30 $1.1M 17k 63.60
2023-03-31 $1.0M 16k 61.86
2022-12-31 $1.1M 17k 61.95
2022-09-30 $760k 14k 55.29
2022-06-30 $104k 1.8k 58.89

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
iShares S&P 500 Index (IVV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Stock Market ETF (VTI)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
iShares S&P MidCap 400 Index (IJH)

View all positions for Private Trust Co Na

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