WisdomTree LargeCap Dividend Fund shares owned by Aspiriant
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 90k | 87.03 |
| 2025-06-30 | $5.4M | 65k | 82.14 |
| 2025-03-31 | $3.2M | 40k | 79.37 |
| 2024-12-31 | $3.2M | 41k | 77.79 |
| 2024-09-30 | $3.3M | 42k | 78.56 |
| 2024-06-30 | $3.1M | 42k | 72.75 |
| 2024-03-31 | $3.2M | 45k | 72.19 |
| 2023-12-31 | $3.0M | 45k | 66.38 |
| 2023-09-30 | $3.0M | 49k | 61.49 |
| 2023-06-30 | $3.1M | 48k | 63.60 |
| 2023-03-31 | $3.1M | 51k | 61.86 |
| 2022-12-31 | $3.3M | 54k | 61.95 |
| 2022-09-30 | $330k | 6.0k | 55.17 |
| 2022-06-30 | $415k | 7.0k | 59.09 |
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