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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
2025-09-30 $1.5M 17k 87.03
2025-06-30 $1.4M 17k 82.14
2025-03-31 $1.3M 17k 79.37
2024-12-31 $1.3M 17k 77.79
2024-09-30 $1.3M 17k 78.56
2024-06-30 $1.2M 17k 72.75
2024-03-31 $1.2M 17k 70.09
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)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

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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