WisdomTree LargeCap Dividend Fund shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 17k | 77.79 |
| 2024-09-30 | $1.4M | 17k | 78.56 |
| 2024-06-30 | $1.3M | 17k | 72.75 |
| 2024-03-31 | $1.3M | 17k | 72.19 |
| 2023-12-31 | $1.2M | 17k | 66.38 |
| 2023-09-30 | $1.1M | 17k | 61.49 |
| 2023-06-30 | $1.1M | 17k | 63.60 |
| 2023-03-31 | $1.1M | 17k | 61.86 |
| 2022-12-31 | $1.1M | 17k | 61.95 |
| 2022-09-30 | $963k | 17k | 55.28 |
| 2022-06-30 | $1.0M | 17k | 59.13 |
| 2022-03-31 | $1.1M | 17k | 65.73 |
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