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WisdomTree LargeCap Dividend Fund shares owned by Wiley Bros.-aintree Capital

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

Historical chart of Wiley Bros.-aintree 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 Wiley Bros.-aintree 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 15k 78.56
2024-06-30 $1.2M 16k 72.75

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
UnitedHealth (UNH)
Lowe's Companies (LOW)

View all positions for Wiley Bros.-aintree Capital

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Creative Planning
Ameriprise Financial
UBS Group
Evercore Wealth Management
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
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Dividend Fund