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WisdomTree LargeCap Dividend Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 194k 78.56
2024-06-30 $14M 194k 72.75
2024-03-31 $14M 195k 72.19
2023-12-31 $13M 195k 66.38
2023-09-30 $12M 196k 61.49
2023-06-30 $13M 197k 63.60
2023-03-31 $12M 198k 61.86
2022-12-31 $13M 201k 61.95
2022-09-30 $11M 201k 55.26
2022-06-30 $12M 202k 59.10
2022-03-31 $13M 203k 65.72
2021-12-31 $13M 201k 66.04
2021-09-30 $12M 101k 119.29
2021-03-31 $12M 104k 114.68
2020-09-30 $11M 108k 97.04
2020-06-30 $10M 111k 92.88
2020-03-31 $14M 170k 80.94
2019-12-31 $18M 171k 105.93
2019-09-30 $17M 170k 99.07
2019-06-30 $16M 167k 96.90
2019-03-31 $17M 179k 94.21
2018-12-31 $9.6M 114k 84.45
2018-09-30 $11M 110k 95.41
2018-06-30 $2.7M 30k 89.74
2018-03-31 $3.2M 37k 88.49
2017-12-31 $1.8M 19k 92.09
2017-09-30 $789k 9.1k 86.73
2017-06-30 $103k 1.2k 83.40
2017-03-31 $122k 1.5k 82.88

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund