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WisdomTree LargeCap Dividend Fund shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 17k 78.56
2024-06-30 $1.2M 17k 72.75
2024-03-31 $1.2M 17k 72.19
2023-12-31 $1.1M 17k 66.38
2023-09-30 $1.0M 17k 61.49
2023-06-30 $1.1M 17k 63.60
2023-03-31 $1.0M 17k 61.86
2022-12-31 $1.0M 17k 61.95
2022-09-30 $923k 17k 55.27
2022-06-30 $987k 17k 59.11
2022-03-31 $1.1M 17k 65.70
2021-12-31 $1.1M 17k 66.07
2021-09-30 $991k 8.3k 119.25
2021-06-30 $1000k 8.3k 120.34
2021-03-31 $953k 8.3k 114.68
2020-12-31 $1.2M 12k 107.53
2020-09-30 $1.1M 12k 97.06
2020-06-30 $1.2M 13k 92.85
2020-03-31 $1.1M 13k 88.36
2019-12-31 $1.3M 13k 105.95
2019-09-30 $1.3M 13k 99.08
2019-06-30 $1.2M 13k 96.88
2019-03-31 $1.2M 13k 94.19
2018-12-31 $1.1M 13k 84.41
2018-09-30 $1.2M 13k 90.96
2018-06-30 $1.2M 13k 92.93
2018-03-31 $1.1M 13k 88.51
2017-12-31 $1.2M 13k 92.10
2017-09-30 $1.1M 13k 86.80

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Prologis Share Beneficial Int Reit (PLD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Valeo Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
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
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund