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WisdomTree LargeCap Dividend Fund shares owned by Wolfstich Capital

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

Historical chart of Wolfstich 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 Wolfstich 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 Wolfstich Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 4.0k 87.03
2025-06-30 $331k 4.0k 82.14
2025-03-31 $319k 4.0k 79.37
2024-12-31 $313k 4.0k 77.79

More positions owned by Wolfstich Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Schwab Strategic Tr Internl Divid (SCHY)
International Business Machines (IBM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Esg Us Stk Etf (ESGV)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Wolfstich Capital

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