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WisdomTree LargeCap Dividend Fund shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 22k 96.32

More positions owned by Waterloo Capital

State Street Spdr Portfolio S&p 500 Etf St Str P500etf (SPYM)
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Avantis U.s. Large Cap Value Etf Us Large Cap Vlu (AVLV)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
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Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
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Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Great Valley Advisor Group
Creative Planning
UBS Group
Trilogy Capital
Cetera Investment Advisers
Evercore Wealth Management
Bank of America Corporation
Hartland & Co
Wells Fargo & Company
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund