WisdomTree LargeCap Dividend Fund shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in WisdomTree LargeCap Dividend Fund
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All positions including WisdomTree LargeCap Dividend Fund held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 227k | 87.03 |
| 2025-06-30 | $18M | 224k | 82.14 |
| 2025-03-31 | $17M | 220k | 79.37 |
| 2024-12-31 | $18M | 230k | 77.79 |
| 2024-09-30 | $18M | 229k | 78.56 |
| 2024-06-30 | $16M | 222k | 72.75 |
| 2024-03-31 | $16M | 224k | 72.19 |
| 2023-12-31 | $14M | 209k | 66.38 |
| 2023-09-30 | $12M | 191k | 61.49 |
| 2023-06-30 | $12M | 195k | 63.60 |
| 2023-03-31 | $14M | 230k | 61.86 |
| 2022-12-31 | $15M | 239k | 61.95 |
| 2022-09-30 | $12M | 217k | 55.26 |
| 2022-06-30 | $12M | 203k | 59.10 |
| 2022-03-31 | $11M | 174k | 65.72 |
| 2021-12-31 | $9.9M | 149k | 66.04 |
| 2021-09-30 | $9.6M | 81k | 119.29 |
| 2021-06-30 | $9.8M | 82k | 120.33 |
| 2021-03-31 | $8.8M | 76k | 114.68 |
| 2020-12-31 | $8.0M | 74k | 107.50 |
| 2020-09-30 | $6.7M | 69k | 97.05 |
| 2020-06-30 | $5.7M | 62k | 92.87 |
| 2020-03-31 | $4.2M | 51k | 80.94 |
| 2019-12-31 | $4.9M | 47k | 105.94 |
| 2019-09-30 | $3.4M | 34k | 99.06 |
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