Rollins Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 29k 87.03
2025-06-30 $2.4M 30k 82.14
2025-03-31 $2.4M 30k 79.37
2024-12-31 $2.3M 29k 77.79
2024-09-30 $2.2M 28k 78.56
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)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Tesla Stock (TSLA)
Jpmorgan Chase & Co Stock (JPM)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard High Dividend Yield Index Etf Etf (VYM)

View all positions for Rollins Financial Advisors

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