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WisdomTree LargeCap Dividend Fund shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 3.7k 87.02
2023-03-31 $91k 1.5k 61.86

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
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