Vestpro Financial Partners, Inc. dba CPF Texas »

WisdomTree LargeCap Dividend Fund shares owned by Vestpro Financial Partners, Inc. dba CPF Texas

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Vestpro Financial Partners, Inc. dba CPF Texas from 13F filings

Historical chart of Vestpro Financial Partners, Inc. dba CPF Texas investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Vestpro Financial Partners, Inc. dba CPF Texas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Vestpro Financial Partners, Inc. dba CPF Texas

Quarter filed Position value Share count Share price at filing
2018-09-30 $3.6M 38k 95.41
2018-06-30 $3.4M 38k 89.74
2018-03-31 $3.5M 39k 88.49
2017-12-31 $3.8M 41k 92.11

More positions owned by Vestpro Financial Partners, Inc. dba CPF Texas

iShares S&P Natl AMTFr Mncpl Bd (MUB)
SPDR S&P Dividend (SDY)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares S&P 1500 Index Fund (ITOT)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr core tl usd bd (IUSB)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Legg Mason Etf Equity Tr low divi etf (LVHD)
Ishares Tr fltg rate nt (FLOT)
WisdomTree LargeCap Dividend Fund (DLN)
Goldman Sachs Etf Tr (GSLC)

View all positions for Vestpro Financial Partners, Inc. dba CPF Texas

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