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WisdomTree LargeCap Dividend Fund shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $34M 465k 72.19
2023-12-31 $32M 483k 66.38
2023-09-30 $31M 496k 61.49
2023-06-30 $30M 467k 63.60
2023-03-31 $29M 461k 61.86
2022-12-31 $36M 573k 61.95
2022-09-30 $32M 584k 55.26
2022-06-30 $30M 511k 59.10
2022-03-31 $34M 522k 65.72
2021-12-31 $36M 540k 66.04
2021-09-30 $32M 271k 119.29
2021-06-30 $33M 276k 120.32
2021-03-31 $32M 276k 114.68
2020-12-31 $32M 301k 107.50
2020-09-30 $34M 349k 97.04
2020-06-30 $34M 361k 92.88
2020-03-31 $23M 281k 80.94
2019-12-31 $29M 275k 105.93
2019-09-30 $24k 266 90.75
2019-06-30 $23M 240k 96.90
2019-03-31 $23M 239k 94.22
2018-12-31 $19M 220k 84.45
2018-09-30 $23M 242k 95.41
2018-06-30 $26M 287k 89.75
2018-03-31 $25M 282k 88.49
2017-12-31 $27M 292k 92.12
2017-09-30 $25M 290k 86.84
2017-06-30 $24M 287k 84.08
2017-03-31 $24M 292k 82.93
2016-12-31 $24M 294k 79.90
2016-09-30 $22M 290k 76.99
2016-06-30 $21M 280k 75.76
2016-03-31 $19M 263k 73.40
2015-12-31 $19M 267k 71.14
2015-09-30 $1.8M 27k 67.30
2015-03-31 $440k 6.0k 73.39
2014-12-31 $682k 9.2k 74.16

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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