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WisdomTree LargeCap Dividend Fund shares owned by Minot Wealth Management

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

Historical chart of Minot Wealth 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 Minot Wealth 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 Minot Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $953k 16k 59.08
2022-03-31 $1.1M 16k 65.71
2021-12-31 $1.1M 16k 66.02
2021-09-30 $832k 7.0k 119.27

More positions owned by Minot Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
UnitedHealth (UNH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Home Depot (HD)
Thermo Fisher Scientific (TMO)

View all positions for Minot Wealth Management

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