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WisdomTree LargeCap Dividend Fund shares owned by Rollins Financial Advisors

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

Historical chart of Rollins Financial Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Rollins Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 26k 72.19

More positions owned by Rollins Financial Advisors

Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Global Tech Etf Etf (IXN)
Ishares S&p 500 Growth Etf Etf (IVW)
Nvidia Corporation Stock (NVDA)

View all positions for Rollins Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
GW & Wade
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund