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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
2024-03-31 $48M 661k 72.19
2023-12-31 $48M 729k 66.38

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Financial Select Sector Spdr Etf (XLF)
Microsoft Stock (MSFT)
Exxon Mobil Corp Stock (XOM)

View all positions for Waterway Wealth Management

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