Strategic Financial Concepts »

WisdomTree LargeCap Dividend Fund shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 3.6k 78.56

More positions owned by Strategic Financial Concepts

American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Strategic Financial Concepts

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