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WisdomTree LargeCap Dividend Fund shares owned by Stonebrook Private

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Stonebrook Private from 13F filings

Historical chart of Stonebrook Private investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Stonebrook Private

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 3.4k 78.56
2024-06-30 $244k 3.4k 72.74
2024-03-31 $314k 4.4k 72.19
2023-12-31 $307k 4.6k 66.38

More positions owned by Stonebrook Private

Ishares Tr Msci Usa Qlt Fct (QUAL)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Industry Rota (INRO)
Ishares Msci Emrg Chn (EMXC)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Eaton Corp SHS (ETN)

View all positions for Stonebrook Private

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
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
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund