WisdomTree LargeCap Dividend Fund shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $602k | 8.3k | 72.19 |
| 2023-12-31 | $911k | 14k | 66.38 |
| 2023-09-30 | $513k | 8.3k | 61.49 |
| 2023-06-30 | $531k | 8.3k | 63.60 |
| 2023-03-31 | $559k | 9.0k | 61.86 |
| 2022-12-31 | $571k | 9.2k | 62.02 |
| 2022-09-30 | $470k | 8.5k | 55.27 |
| 2022-06-30 | $503k | 8.5k | 59.15 |
| 2022-03-31 | $559k | 8.5k | 65.73 |
| 2021-12-31 | $562k | 8.5k | 66.09 |
| 2021-09-30 | $507k | 4.3k | 119.24 |
| 2021-06-30 | $625k | 5.2k | 120.31 |
| 2021-03-31 | $596k | 5.2k | 114.73 |
| 2020-12-31 | $559k | 5.2k | 107.60 |
| 2020-09-30 | $504k | 5.2k | 97.02 |
| 2020-06-30 | $483k | 5.2k | 92.97 |
| 2020-03-31 | $420k | 5.2k | 80.85 |
| 2019-12-31 | $550k | 5.2k | 105.87 |
| 2019-09-30 | $515k | 5.2k | 99.13 |
| 2019-06-30 | $503k | 5.2k | 96.82 |
| 2019-03-31 | $489k | 5.2k | 94.13 |
| 2018-12-31 | $439k | 5.2k | 84.50 |
| 2018-09-30 | $496k | 5.2k | 95.48 |
| 2018-06-30 | $466k | 5.2k | 89.70 |
| 2018-03-31 | $460k | 5.2k | 88.55 |
| 2017-12-31 | $479k | 5.2k | 92.20 |
| 2017-09-30 | $451k | 5.2k | 86.81 |
| 2017-06-30 | $437k | 5.2k | 84.12 |
| 2017-03-31 | $431k | 5.2k | 82.96 |
| 2016-12-31 | $432k | 5.4k | 79.85 |
| 2016-09-30 | $400k | 5.2k | 77.00 |
| 2016-06-30 | $394k | 5.2k | 75.84 |
| 2016-03-31 | $381k | 5.2k | 73.34 |
| 2015-12-31 | $370k | 5.2k | 71.22 |
| 2015-09-30 | $350k | 5.2k | 67.37 |
| 2015-06-30 | $377k | 5.2k | 72.57 |
| 2015-03-31 | $381k | 5.2k | 73.34 |
| 2014-12-31 | $428k | 5.8k | 74.09 |
| 2014-09-30 | $370k | 5.2k | 71.22 |
| 2014-06-30 | $368k | 5.2k | 70.84 |
| 2014-03-31 | $351k | 5.2k | 67.57 |
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