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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
2025-09-30 $227k 2.6k 86.94
2025-06-30 $224k 2.7k 81.90
2025-03-31 $216k 2.7k 79.30
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) (QQQ)
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)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Invesco S&p Small Cap Momentm Etf S&p Smlcp Moment (xsmo) (XSMO)
Spdr S&p 500 Etf Tr Unit (spy) (SPY)
Pimco Active Bond Etf (BOND) Active Bond ETF (BOND)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Columbia Research Enhanced Cr Etf Recs (RECS)
Wisdom Tree U S Value Etf WTV (WTV)
Invesco Total Return Bond Etf Ttl Return Bnd Etf (gto) (GTO)

View all positions for USAdvisors Wealth Management

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