WisdomTree LargeCap Dividend Fund shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 14k | 72.19 |
| 2023-12-31 | $968k | 15k | 66.38 |
| 2023-09-30 | $897k | 15k | 61.49 |
| 2023-06-30 | $927k | 15k | 63.60 |
| 2023-03-31 | $902k | 15k | 61.86 |
| 2022-12-31 | $903k | 15k | 61.95 |
| 2022-09-30 | $806k | 15k | 55.28 |
| 2022-06-30 | $862k | 15k | 59.12 |
| 2022-03-31 | $958k | 15k | 65.71 |
| 2021-12-31 | $963k | 15k | 66.05 |
More positions owned by High Net Worth Advisory Group
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