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WisdomTree LargeCap Dividend Fund shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by SpringVest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 6.6k 87.03
2025-06-30 $538k 6.6k 82.14
2025-03-31 $520k 6.6k 79.37
2024-12-31 $510k 6.6k 77.80

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
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
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund