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WisdomTree LargeCap Dividend Fund shares owned by St. Louis Trust

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by St. Louis Trust from 13F filings

Historical chart of St. Louis Trust investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by St. Louis Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by St. Louis Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 4.7k 69.33
2023-12-31 $313k 4.7k 66.38
2023-09-30 $290k 4.7k 61.49
2023-06-30 $298k 4.7k 63.03
2023-03-31 $292k 4.7k 61.86
2022-12-31 $292k 4.7k 61.95
2022-06-30 $279k 4.7k 59.11
2022-03-31 $310k 4.7k 65.68
2021-12-31 $312k 4.7k 66.10

More positions owned by St. Louis Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for St. Louis Trust

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund