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WisdomTree LargeCap Dividend Fund shares owned by Willingdon Wealth Management

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

Historical chart of Willingdon 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 Willingdon 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 Willingdon Wealth Management

Quarter filed Position value Share count Share price at filing
2020-03-31 $12k 146 82.19
2019-12-31 $15k 146 102.74
2019-09-30 $14k 146 95.89
2019-06-30 $14k 146 95.89
2019-03-31 $17k 180 94.44
2018-12-31 $15k 180 83.33
2018-09-30 $17k 180 94.44
2018-06-30 $16k 180 88.89

More positions owned by Willingdon Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR Gold Trust (GLD)
Public Storage (PSA)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares S&P 500 Index (IVV)
Republic Services (RSG)
Waste Management (WM)
Oracle Corporation (ORCL)
Verizon Communications (VZ)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
Charter Communications Inc New Cl A cl a (CHTR)

View all positions for Willingdon 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