WisdomTree LargeCap Dividend Fund shares owned by Adamsbrown Wealth Consultants
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Adamsbrown Wealth Consultants
from 13F filings
Historical chart of Adamsbrown Wealth Consultants investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $687k | 9.5k | 72.19 |
| 2023-12-31 | $631k | 9.5k | 66.38 |
| 2023-09-30 | $583k | 9.5k | 61.49 |
| 2023-06-30 | $698k | 11k | 63.60 |
| 2023-03-31 | $768k | 12k | 61.86 |
| 2022-12-31 | $768k | 12k | 61.95 |
| 2022-09-30 | $1.0M | 18k | 55.28 |
| 2022-06-30 | $1.6M | 27k | 59.09 |
| 2022-03-31 | $2.7M | 41k | 65.72 |
| 2021-12-31 | $3.1M | 47k | 66.05 |
More positions owned by Adamsbrown Wealth Consultants
View all positions for Adamsbrown Wealth Consultants
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund