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WisdomTree LargeCap Dividend Fund shares owned by Truadvice

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

Historical chart of Truadvice investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Truadvice

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 26k 61.81
2023-06-30 $1.8M 27k 64.27
2023-03-31 $1.6M 26k 62.76
2022-12-31 $301k 4.7k 63.40
2022-09-30 $255k 4.2k 61.22

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Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund