Uhlmann Price Securities »

WisdomTree LargeCap Dividend Fund shares owned by Uhlmann Price Securities

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

Historical chart of Uhlmann Price Securities investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Uhlmann Price Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 23k 88.08
2025-09-30 $1.9M 22k 87.03
2025-06-30 $945k 12k 82.13
2025-03-31 $1.7M 21k 79.39
2024-12-31 $1.6M 21k 77.80
2024-09-30 $1.5M 19k 78.55

More positions owned by Uhlmann Price Securities

Wisdomtree Tr Floatng Rat Trea (USFR)
Intuit (INTU)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs (GS)
Uber Technologies (UBER)
Shopify Cl A Sub Vtg Shs (SHOP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chesapeake Energy Corp (EXE)
Mexico Fund (MXF)
Wisdomtree Tr Us Largecap Divd (DLN)
Neuberger Berman Mlp Income (NML)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Uhlmann Price Securities

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
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
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund