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WisdomTree LargeCap Dividend Fund shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $397k 5.5k 72.19
2023-12-31 $365k 5.5k 66.38
2023-09-30 $338k 5.5k 61.49
2023-06-30 $350k 5.5k 63.60
2023-03-31 $340k 5.5k 61.86
2022-12-31 $341k 5.5k 61.95
2022-09-30 $304k 5.5k 55.27
2022-06-30 $325k 5.5k 59.09

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

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