WisdomTree LargeCap Dividend Fund shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Wetherby Asset Management 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 Wetherby Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $588k | 8.9k | 66.38 |
2023-09-30 | $544k | 8.9k | 61.49 |
2023-06-30 | $563k | 8.9k | 63.60 |
2023-03-31 | $548k | 8.9k | 61.86 |
2022-12-31 | $548k | 8.9k | 61.95 |
2022-09-30 | $489k | 8.9k | 55.25 |
2022-06-30 | $523k | 8.9k | 59.10 |
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund