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WisdomTree LargeCap Dividend Fund shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0M 103k 77.79
2024-09-30 $7.2M 92k 78.56
2024-06-30 $5.7M 79k 72.75
2024-03-31 $4.9M 67k 72.19

More positions owned by United Advisor Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Strive 500 Etf (STRV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Largecap Divd (DLN)
United Parcel Service CL B (UPS)
T Rowe Price Etf Price Div Grwt (TDVG)
Palantir Technologies Cl A (PLTR)
Wisdomtree Tr Us Midcap Divid (DON)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for United Advisor Group

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