WisdomTree LargeCap Dividend Fund shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 19k | 88.09 |
| 2025-09-30 | $249k | 2.9k | 87.02 |
| 2025-06-30 | $233k | 2.8k | 82.14 |
| 2025-03-31 | $224k | 2.8k | 79.37 |
| 2024-12-31 | $219k | 2.8k | 77.78 |
| 2024-09-30 | $220k | 2.8k | 78.56 |
| 2024-06-30 | $203k | 2.8k | 72.76 |
| 2021-12-31 | $202k | 3.1k | 65.97 |
| 2021-09-30 | $182k | 1.5k | 118.95 |
| 2021-06-30 | $184k | 1.5k | 120.26 |
| 2021-03-31 | $158k | 1.4k | 114.49 |
| 2020-12-31 | $148k | 1.4k | 107.25 |
| 2020-09-30 | $138k | 1.4k | 100.34 |
| 2020-06-30 | $130k | 1.4k | 94.94 |
| 2020-03-31 | $110k | 1.4k | 80.94 |
| 2019-12-31 | $146k | 1.3k | 108.03 |
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