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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
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund