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WisdomTree LargeCap Dividend Fund shares owned by Relative Value Partners

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 141k 72.75

More positions owned by Relative Value Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded First Tr Enh New (FTSM)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
JPMorgan Chase & Co. (JPM)
Uber Technologies (UBER)

View all positions for Relative Value Partners

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Bank of America Corporation
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wilbanks Smith & Thomas Asset Management
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree LargeCap Dividend Fund