WisdomTree LargeCap Dividend Fund shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $590k | 8.2k | 72.19 |
| 2023-12-31 | $2.9M | 44k | 66.38 |
| 2023-09-30 | $2.7M | 44k | 61.49 |
| 2023-06-30 | $2.7M | 42k | 63.60 |
| 2023-03-31 | $2.6M | 42k | 61.86 |
| 2022-12-31 | $2.6M | 41k | 61.95 |
| 2022-09-30 | $2.3M | 41k | 55.26 |
| 2022-06-30 | $2.3M | 39k | 59.11 |
| 2022-03-31 | $2.3M | 35k | 65.73 |
| 2021-12-31 | $2.3M | 35k | 66.05 |
| 2021-09-30 | $2.6M | 22k | 119.30 |
| 2021-06-30 | $2.3M | 20k | 120.35 |
| 2021-03-31 | $2.2M | 19k | 114.67 |
| 2020-12-31 | $1.9M | 18k | 107.48 |
More positions owned by Procyon Private Wealth Partners
View all positions for Procyon Private Wealth Partners
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund