WisdomTree LargeCap Dividend Fund shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Gladstone Institutional Advisory 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 Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 36k | 66.38 |
| 2023-09-30 | $1.6M | 26k | 61.49 |
| 2023-06-30 | $1.3M | 21k | 63.60 |
| 2023-03-31 | $1.0M | 17k | 61.86 |
| 2022-12-31 | $1.0M | 16k | 61.95 |
| 2022-09-30 | $582k | 11k | 55.27 |
| 2022-06-30 | $524k | 8.9k | 59.10 |
| 2022-03-31 | $416k | 6.3k | 65.73 |
| 2021-12-31 | $282k | 4.3k | 65.92 |
| 2021-09-30 | $216k | 1.8k | 119.27 |
| 2021-06-30 | $218k | 1.8k | 120.38 |
| 2021-03-31 | $208k | 1.8k | 114.85 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund