Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Woodard & Co Asset Management Group »

WisdomTree LargeCap Dividend Fund shares owned by Woodard & Co Asset Management Group

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Woodard & Co Asset Management Group from 13F filings

Historical chart of Woodard & Co Asset Management Group investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Woodard & Co Asset Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Woodard & Co Asset Management Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.2M	14k	87.03
2025-06-30	$4.5M	55k	82.14
2025-03-31	$4.4M	56k	79.37
2024-12-31	$4.1M	53k	77.79

More positions owned by Woodard & Co Asset Management Group

Spdr Series Trust Portfoli S&p1500 (SPTM)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Vanguard Index Fds Large Cap Etf (VV)

Ishares Tr Rus 1000 Grw Etf (IWF)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)

Fidelity Covington Trust High Divid Etf (FDVV)

Ishares Tr Morningstar Valu (ILCV)

Ishares Tr Rus 1000 Val Etf (IWD)

Ishares Tr Rus Top 200 Etf (IWL)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Global X Fds 1-3 Month T-bill (CLIP)

Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Woodard & Co Asset Management Group

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z