WisdomTree LargeCap Dividend Fund shares owned by GM Advisory
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by GM Advisory
from 13F filings
Historical chart of GM Advisory investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by GM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $687k | 10k | 66.38 |
| 2023-09-30 | $834k | 14k | 61.49 |
| 2023-06-30 | $861k | 14k | 63.60 |
| 2023-03-31 | $837k | 14k | 61.86 |
| 2022-12-31 | $837k | 14k | 61.95 |
| 2022-09-30 | $1.0M | 18k | 55.24 |
| 2022-06-30 | $1.1M | 18k | 59.10 |
| 2022-03-31 | $1.2M | 18k | 65.71 |
| 2021-12-31 | $1.2M | 18k | 66.04 |
| 2021-09-30 | $1.1M | 9.0k | 119.24 |
| 2021-06-30 | $1.1M | 9.0k | 120.31 |
| 2021-03-31 | $1.1M | 9.4k | 114.64 |
| 2020-12-31 | $1.1M | 11k | 107.46 |
| 2020-09-30 | $1.0M | 10k | 97.06 |
| 2020-06-30 | $1.0M | 11k | 92.89 |
| 2020-03-31 | $865k | 11k | 80.96 |
| 2019-12-31 | $1.1M | 11k | 105.95 |
| 2019-09-30 | $1.2M | 12k | 99.06 |
| 2019-06-30 | $1.1M | 12k | 96.94 |
| 2019-03-31 | $1.1M | 12k | 94.23 |
| 2018-12-31 | $957k | 11k | 84.49 |
| 2018-09-30 | $934k | 9.8k | 95.42 |
| 2018-06-30 | $660k | 7.4k | 89.70 |
| 2018-03-31 | $452k | 5.1k | 88.51 |
| 2017-12-31 | $571k | 6.2k | 92.08 |
| 2017-09-30 | $538k | 6.2k | 86.76 |
| 2017-06-30 | $521k | 6.2k | 84.03 |
| 2017-03-31 | $597k | 7.2k | 82.93 |
| 2016-12-31 | $550k | 6.9k | 79.91 |
| 2014-06-30 | $278k | 3.9k | 70.72 |
| 2014-03-31 | $502k | 7.4k | 67.75 |
| 2013-12-31 | $493k | 7.4k | 66.53 |
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