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WisdomTree LargeCap Dividend Fund shares owned by Waldron

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

Historical chart of Waldron investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 6.2k 78.56
2024-06-30 $450k 6.2k 72.75
2024-03-31 $446k 6.2k 72.19
2023-12-31 $410k 6.2k 66.38
2023-09-30 $555k 9.0k 61.49

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

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