WisdomTree LargeCap Dividend Fund shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth 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 EverSource Wealth Advisors 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 | $558k | 8.4k | 66.38 |
2023-09-30 | $541k | 8.8k | 61.49 |
2023-06-30 | $560k | 8.8k | 63.60 |
2023-03-31 | $545k | 8.8k | 61.86 |
2022-12-31 | $534k | 8.6k | 61.95 |
More positions owned by EverSource Wealth Advisors
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