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WisdomTree LargeCap Dividend Fund shares owned by USAdvisors Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by USAdvisors Wealth Management from 13F filings

Historical chart of USAdvisors Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by USAdvisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 3.0k 77.56
2024-09-30 $234k 3.0k 78.21

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Invesco S&p 500 Momentum Etf Spmo (SPMO)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Ishares Global 100 Etf Global 100 Etf (IOO)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (dfac) (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Columbia Research Enhanced Cr Etf Recs (RECS)
Ishares Core S&p Us Value Etf Core S&p Usvlu (iusv) (IUSV)

View all positions for USAdvisors Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund