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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
2025-09-30 $269k 3.1k 87.04
2025-06-30 $255k 3.1k 82.13
2025-03-31 $254k 3.2k 79.38
2024-12-31 $252k 3.2k 77.78
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

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Broadcom (AVGO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares U S Indu (INRO)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Motorola Solutions Com New (MSI)

View all positions for Stonebrook Private

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
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

View all funds holding WisdomTree LargeCap Dividend Fund