WisdomTree LargeCap Dividend Fund shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in WisdomTree LargeCap Dividend Fund
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All positions including WisdomTree LargeCap Dividend Fund held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by Perfromance Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $212k | 2.9k | 72.19 |
2022-03-31 | $212k | 3.2k | 65.84 |
2021-12-31 | $213k | 3.2k | 66.15 |
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