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WisdomTree LargeCap Dividend Fund shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 38k 71.85

More positions owned by Rockport Wealth

Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Intuitive Surgical Com New (ISRG)
Microsoft Corporation (MSFT)
Proshares Vix Short Termfutures Etf Vix Sh Trm Futrs (VIXY)
Proshares Tr S&p 500 Aristocrats Etf S&p 500 Dv Arist (NOBL)
Select Sector Spdr Fd Health Care Sbi Healthcare (XLV)
Capital Group Core Balanced Etf SHS (CGBL)
Rh Hedged Multi-asset Income Etf Adaptive Hdgd Mu (AMAX)
Wisdomtree Tr Largecap Divid Us Largecap Divd (DLN)
J P Morgan Exchange-traded Equity Premium (JEPI)
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Energy Select Sector Spdr Fund Energy (XLE)
Consumer Staples Spdr Sbi Cons Stpls (XLP)
Amplify High Income Etf Etp High Income (YYY)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Rockport Wealth

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