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WisdomTree LargeCap Dividend Fund shares owned by Treybourne Wealth Planners

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

Historical chart of Treybourne Wealth Planners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Treybourne Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.6M 22k 120.32
2021-03-31 $2.5M 22k 114.70
2020-12-31 $3.1M 29k 107.50

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund