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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
2024-03-31 $4.9M 67k 72.19

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
United Parcel Service (UPS)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us lrg cap etf (SCHX)
wisdomtreetrusdivd.. (DGRW)
First Tr Exchange Traded Fd first tr nasdaq (RDVY)
T Rowe Price Etf (TDVG)
J P Morgan Exchange Traded F ultra shrt (JPST)
Fs Kkr Capital Corp (FSK)
WisdomTree LargeCap Dividend Fund (DLN)
Etf Ser Solutions Aptus Collared (ACIO)
WisdomTree MidCap Dividend Fund (DON)
Ares Dynamic Cr Allocation (ARDC)

View all positions for United Advisor Group

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
GW & Wade
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund