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WisdomTree LargeCap Dividend Fund shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 17k 96.32
2026-03-31 $5.5k 61 89.34
2025-12-31 $5.4k 61 88.08
2025-06-30 $2.2k 27 82.15
2025-03-31 $2.1k 27 79.37

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Great Valley Advisor Group
Creative Planning
UBS Group
Trilogy Capital
Cetera Investment Advisers
Evercore Wealth Management
Bank of America Corporation
Hartland & Co
Wells Fargo & Company
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund