Raymond James Financial »

WisdomTree LargeCap Dividend Fund shares owned by Raymond James Financial

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Raymond James Financial from 13F filings

Historical chart of Raymond James Financial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Raymond James Financial 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $51M 580k 87.03
2025-06-30 $48M 578k 82.14
2025-03-31 $44M 560k 79.37
2024-12-31 $45M 580k 77.79

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Waterway Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund