WisdomTree LargeCap Dividend Fund shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 15k | 72.19 |
| 2023-12-31 | $971k | 15k | 66.38 |
| 2023-09-30 | $893k | 15k | 61.49 |
| 2023-06-30 | $918k | 14k | 63.60 |
| 2023-03-31 | $877k | 14k | 61.86 |
| 2022-12-31 | $863k | 14k | 61.95 |
| 2022-09-30 | $765k | 14k | 55.27 |
| 2022-06-30 | $793k | 13k | 59.06 |
| 2022-03-31 | $877k | 13k | 65.71 |
| 2021-12-31 | $878k | 13k | 66.03 |
| 2021-09-30 | $779k | 6.5k | 119.28 |
| 2021-06-30 | $763k | 6.3k | 120.27 |
| 2021-03-31 | $733k | 6.4k | 114.64 |
| 2020-12-31 | $667k | 6.3k | 106.57 |
| 2020-09-30 | $578k | 6.0k | 97.05 |
| 2020-06-30 | $550k | 5.9k | 92.84 |
| 2020-03-31 | $477k | 5.9k | 80.90 |
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