WisdomTree LargeCap Dividend Fund shares owned by Benedict Financial Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Benedict Financial Advisors
from 13F filings
Historical chart of Benedict Financial Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Benedict Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 8.1k | 87.03 |
| 2025-06-30 | $662k | 8.1k | 82.14 |
| 2025-03-31 | $639k | 8.1k | 79.37 |
| 2024-12-31 | $633k | 8.1k | 77.79 |
| 2024-09-30 | $639k | 8.1k | 78.56 |
| 2024-06-30 | $595k | 8.2k | 72.75 |
| 2024-03-31 | $591k | 8.2k | 72.19 |
| 2023-12-31 | $543k | 8.2k | 66.38 |
| 2023-09-30 | $503k | 8.2k | 61.49 |
| 2023-06-30 | $520k | 8.2k | 63.60 |
| 2023-03-31 | $506k | 8.2k | 61.86 |
| 2022-12-31 | $507k | 8.2k | 61.95 |
| 2022-09-30 | $452k | 8.2k | 55.25 |
| 2022-06-30 | $507k | 8.6k | 59.04 |
| 2022-03-31 | $564k | 8.6k | 65.68 |
| 2021-12-31 | $557k | 8.4k | 66.01 |
| 2021-09-30 | $503k | 4.2k | 119.22 |
| 2021-06-30 | $544k | 4.5k | 120.22 |
| 2021-03-31 | $552k | 4.8k | 114.57 |
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