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WisdomTree LargeCap Dividend Fund shares owned by TopTier Wealth Management

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

Historical chart of TopTier Wealth 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 TopTier Wealth 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 TopTier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.4M 106k 89.33

More positions owned by TopTier Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Fund (EES)
Wisdomtree Tr Us Largecap Fund (EPS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Wisdomtree Tr Intl Equity Fd (DWM)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for TopTier Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Evercore Wealth Management
Hartland & Co
Cetera Investment Advisers
Cambridge Investment Research Advisors
Envestnet Asset Management
Wells Fargo & Company
Waterway Wealth Management

View all funds holding WisdomTree LargeCap Dividend Fund