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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
2024-03-31 $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 Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Apple Stock (AAPL)
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)
Ishares Msci Eafe Etf Etf (EFA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Valeo Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund