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WisdomTree LargeCap Dividend Fund shares owned by KCM Investment Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by KCM Investment Advisors from 13F filings

Historical chart of KCM Investment Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by KCM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by KCM Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 19k 72.19
2023-09-30 $1.2M 19k 61.49
2019-12-31 $212k 2.0k 106.00

More positions owned by KCM Investment Advisors

Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Chevron Corporation (CVX)
Select Sector Spdr Tr Communication (XLC)
Home Depot (HD)
Automatic Data Processing (ADP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Visa Com Cl A (V)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Waste Management (WM)

View all positions for KCM Investment Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
GW & Wade
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund