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WisdomTree LargeCap Dividend Fund shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth 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 Sax Wealth 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 4.8k 87.03
2025-06-30 $320k 3.9k 82.14

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth 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