Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Wealth Group Llc / Co »

WisdomTree LargeCap Dividend Fund shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$676k	7.7k	88.08
2025-09-30	$847k	9.5k	89.57
2025-06-30	$627k	7.6k	82.14

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)

Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)

Sei Exchange Traded Funds Select Intl Equi (SEIE)

Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)

Sei Exchange Traded Funds Select Small Cap (SEIS)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Sei Exchange Traded Funds Select Emerging (SEEM)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Apple (AAPL)

Dimensional Etf Trust Us High Profitab (DUHP)

NVIDIA Corporation (NVDA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Vanguard Index Fds Growth Etf (VUG)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services

Great Valley Advisor Group

Trilogy Capital

Hartland & Co

Evercore Wealth Management

Cetera Investment Advisers

Envestnet Asset Management

Cambridge Investment Research Advisors

Waterway Wealth Management

Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z