Rockport Wealth »

WisdomTree LargeCap Dividend Fund shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Rockport Wealth 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 Rockport Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 37k 72.75
2024-03-31 $2.7M 38k 71.85

More positions owned by Rockport Wealth

Invesco Qqq Tr Unit Ser 1
Select Sector Spdr Tr Sbi Healthcare (XLV)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr U.s. Pharma Etf (IHE)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Capital Group Core Balanced SHS (CGBL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr Hlth Care Svcs (XHS)
Wisdomtree Tr Us Largecap Divd (DLN)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Rockport Wealth

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