WisdomTree LargeCap Dividend Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in WisdomTree LargeCap Dividend Fund
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All positions including WisdomTree LargeCap Dividend Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $6.8M | 102k | 67.43 |
2023-06-30 | $211k | 3.3k | 63.59 |
2023-03-31 | $205k | 3.3k | 61.86 |
2020-12-31 | $6.0M | 55k | 107.49 |
2019-12-31 | $747k | 7.0k | 105.97 |
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