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WisdomTree LargeCap Dividend Fund shares owned by truNorth Financial Services

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

Historical chart of truNorth Financial Services investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by truNorth Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 144k 89.33

More positions owned by truNorth Financial Services

Ishares Tr Etf (DGRO)
Schwab Strategic Tr Etf (SCHD)
Vanguard Whitehall Fds Etf (VYM)
Wisdomtree Tr Etf (DLN)
Spdr Gold Tr Etf (GLD)
Vanguard Scottsdale Fds Etf (VCSH)
Ishares Silver Tr Etf (SLV)
Spdr Series Trust Etf (SDY)
Vanguard Specialized Funds Etf (VIG)
State Str Spdr S&p 500 Etf T Etf (SPY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Etf (PKW)
Apple (AAPL)
State Str Spdr Dow Jones Ind Etf (DIA)
Orrstown Financial Services (ORRF)

View all positions for truNorth Financial Services

Top funds holding WisdomTree LargeCap Dividend Fund

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

View all funds holding WisdomTree LargeCap Dividend Fund