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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
2025-09-30 $10M 117k 87.03
2025-06-30 $8.9M 109k 82.14
2025-03-31 $8.6M 109k 79.37
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

NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ea Series Trust Strive 500 Etf (STRV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
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

View all funds holding WisdomTree LargeCap Dividend Fund