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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
2025-03-31 $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 Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibds Dec28 Etf (IBDT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
International Business Machines (IBM)
Schwab Strategic Tr Internl Divid (SCHY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wolfstich Capital

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Colony
Ameriprise Financial
Creative Planning
UBS Group
Trilogy Capital
Evercore Wealth Management
Great Valley Advisor Group
Hartland & Co
Commonwealth Equity Services
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund