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WisdomTree LargeCap Dividend Fund shares owned by Tfo-tdc

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Tfo-tdc from 13F filings

Historical chart of Tfo-tdc investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Tfo-tdc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Tfo-tdc

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 2.7k 89.33

More positions owned by Tfo-tdc

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Dimensional Etf Trust Intl Core Equity (DFIC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

View all positions for Tfo-tdc

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund