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WisdomTree LargeCap Dividend Fund shares owned by Walden Wealth Partners

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Walden Wealth Partners from 13F filings

Historical chart of Walden Wealth Partners investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Walden Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Walden Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $608k 8.4k 72.75
2024-03-31 $582k 8.3k 70.56
2023-12-31 $548k 8.3k 66.38

More positions owned by Walden Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
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Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
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Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)

View all positions for Walden Wealth Partners

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
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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