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WisdomTree LargeCap Dividend Fund shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $97M 1.1M 87.03
2025-06-30 $95M 1.2M 82.14
2025-03-31 $94M 1.2M 79.37

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Agrgte (SPAB)
Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund