WisdomTree LargeCap Dividend Fund shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Amplius Wealth Advisors 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 87.03 |
| 2025-06-30 | $2.1M | 26k | 82.14 |
| 2025-03-31 | $2.1M | 26k | 79.37 |
| 2024-12-31 | $2.0M | 26k | 77.79 |
| 2024-09-30 | $2.1M | 26k | 78.56 |
| 2024-06-30 | $2.0M | 27k | 72.75 |
| 2024-03-31 | $2.0M | 28k | 72.19 |
| 2023-12-31 | $1.9M | 28k | 66.38 |
| 2023-09-30 | $1.8M | 29k | 61.49 |
| 2023-06-30 | $2.0M | 31k | 63.60 |
| 2023-03-31 | $2.4M | 38k | 61.86 |
| 2022-12-31 | $2.4M | 39k | 61.95 |
| 2022-09-30 | $28M | 500k | 55.26 |
| 2022-06-30 | $25M | 425k | 59.10 |
| 2022-03-31 | $1.4M | 21k | 65.70 |
| 2021-12-31 | $1.4M | 21k | 66.00 |
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund