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WisdomTree LargeCap Dividend Fund shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $41M 526k 78.56
2024-06-30 $38M 516k 72.75
2024-03-31 $48M 661k 72.19
2023-12-31 $48M 729k 66.38

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

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