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WisdomTree LargeCap Dividend Fund shares owned by Berkshire Money Management

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

Historical chart of Berkshire Money 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 Berkshire Money 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 Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $433k 6.0k 72.19

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Eafe Etf (EFA)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)

View all positions for Berkshire Money Management

Top funds holding WisdomTree LargeCap Dividend Fund

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