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WisdomTree LargeCap Dividend Fund shares owned by Studio Investment Management

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

Historical chart of Studio Investment Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Studio Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 3.0k 87.03
2025-06-30 $214k 2.6k 82.14

More positions owned by Studio Investment Management

Vanguard Short-Term Inflation-Protected ETF Etf (VTIP)
Vanguard Dividend Appreciation ETF Etf (VIG)
Vanguard Value ETF Etf (VTV)
DFA International Core Equity 2 ETF Etf (DFIC)
Vanguard Small-Cap Value ETF Etf (VBR)
Schwab Fundamental Intl Lg Co ETF Etf (FNDF)
Berkshire Hathaway (BRK.B)
Vanguard Short-Term Treasury ETF Etf (VGSH)
Dimensional Short-Duration Fixed Income ETF Etf (DFSD)
Alphabet Inc Class A cs (GOOGL)
Microsoft Corporation (MSFT)
Apple (AAPL)
iShares 0 to 3 Month Treasury Bond ETF Etf (SGOV)
General Dynamics Corporation (GD)
Invesco S&P 500 Equal Weight Utilts ETF Etf (RSPU)

View all positions for Studio Investment Management

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