Strategic Family Wealth Counselors »

WisdomTree LargeCap Dividend Fund shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 87k 66.38
2023-09-30 $5.2M 85k 61.49
2023-06-30 $5.4M 84k 63.60
2023-03-31 $5.2M 84k 61.86
2022-12-31 $5.4M 87k 61.95
2022-09-30 $4.9M 88k 55.26
2022-06-30 $5.1M 86k 59.10
2022-03-31 $5.4M 82k 65.72
2021-12-31 $5.1M 78k 66.04
2021-09-30 $4.3M 37k 119.28
2021-06-30 $4.1M 34k 120.33
2021-03-31 $3.5M 31k 114.68
2020-12-31 $3.3M 31k 107.51
2020-09-30 $3.0M 31k 97.05
2020-06-30 $2.6M 28k 92.86
2020-03-31 $2.2M 27k 80.94
2019-12-31 $2.0M 19k 105.94
2019-09-30 $1.8M 18k 99.09
2019-06-30 $1.7M 18k 96.88
2019-03-31 $1.8M 19k 94.24
2018-12-31 $1.3M 15k 84.43