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WisdomTree LargeCap Dividend Fund shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 39k 66.38
2023-09-30 $2.4M 40k 61.49
2023-06-30 $2.5M 40k 63.60
2023-03-31 $3.6M 59k 61.86
2022-12-31 $3.0M 49k 61.95
2022-09-30 $1.6M 28k 55.25
2022-06-30 $1.7M 29k 59.08
2022-03-31 $1.9M 29k 65.77
2021-12-31 $1.9M 29k 66.05
2021-09-30 $1.7M 14k 119.33
2021-06-30 $1.9M 15k 120.10
2021-03-31 $1.9M 16k 114.83
2020-12-31 $6.5M 61k 107.52
2020-09-30 $9.0M 93k 97.02
2020-06-30 $5.4M 58k 92.79
2020-03-31 $6.1M 75k 80.88
2019-12-31 $7.3M 69k 106.00
2019-09-30 $5.8M 59k 99.00
2019-06-30 $1.5M 15k 96.93
2019-03-31 $1.3M 14k 94.21
2018-12-31 $1.2M 14k 84.48