WisdomTree LargeCap Dividend Fund shares owned by Beacon Financial
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 87.03 |
| 2025-06-30 | $1.1M | 13k | 82.14 |
| 2025-03-31 | $1.0M | 13k | 79.37 |
| 2024-12-31 | $1.5M | 19k | 77.79 |
| 2024-09-30 | $1.6M | 21k | 78.56 |
| 2024-06-30 | $1.5M | 21k | 72.75 |
| 2024-03-31 | $1.7M | 23k | 72.19 |
| 2023-12-31 | $1.6M | 24k | 66.38 |
| 2023-09-30 | $1.2M | 19k | 64.07 |
| 2023-06-30 | $1.2M | 19k | 63.02 |
| 2023-03-31 | $1.2M | 19k | 62.14 |
| 2022-12-31 | $1.2M | 19k | 62.14 |
| 2022-09-30 | $1.1M | 19k | 56.03 |
| 2022-06-30 | $1.2M | 19k | 59.70 |
| 2022-03-31 | $1.3M | 19k | 66.54 |
| 2021-12-31 | $1.3M | 19k | 66.28 |
| 2021-09-30 | $1.2M | 9.7k | 121.27 |
| 2021-06-30 | $1.2M | 9.7k | 121.38 |
| 2021-03-31 | $1.1M | 9.6k | 109.24 |
| 2020-12-31 | $1.1M | 9.6k | 109.24 |
| 2020-09-30 | $934k | 9.6k | 96.99 |
| 2020-06-30 | $882k | 9.6k | 91.59 |
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