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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All positions including WisdomTree LargeCap Dividend Fund held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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