WisdomTree LargeCap Dividend Fund shares owned by Burns Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $203k | 3.2k | 63.60 |
| 2023-03-31 | $240k | 3.9k | 61.85 |
| 2022-12-31 | $264k | 4.3k | 61.95 |
| 2022-09-30 | $224k | 4.1k | 55.24 |
| 2022-06-30 | $240k | 4.1k | 59.22 |
| 2022-03-31 | $266k | 4.1k | 65.65 |
| 2021-12-31 | $267k | 4.1k | 65.91 |
| 2021-06-30 | $334k | 2.8k | 120.36 |
| 2021-03-31 | $337k | 2.9k | 114.74 |
| 2020-12-31 | $362k | 3.4k | 107.61 |
| 2020-09-30 | $340k | 3.5k | 96.95 |
| 2020-06-30 | $312k | 3.4k | 92.88 |
| 2020-03-31 | $354k | 4.4k | 80.90 |
| 2019-12-31 | $399k | 3.8k | 106.00 |
| 2019-09-30 | $373k | 3.8k | 99.10 |
| 2019-06-30 | $365k | 3.8k | 96.97 |
| 2019-03-31 | $390k | 4.1k | 94.20 |
| 2018-12-31 | $350k | 4.1k | 84.54 |
| 2018-09-30 | $395k | 4.1k | 95.41 |
| 2018-06-30 | $418k | 4.7k | 89.83 |
| 2018-03-31 | $499k | 5.6k | 88.40 |
| 2017-12-31 | $520k | 5.6k | 92.12 |
| 2017-09-30 | $705k | 8.1k | 86.85 |
| 2017-06-30 | $682k | 8.1k | 84.02 |
| 2017-03-31 | $667k | 8.1k | 82.17 |
| 2016-12-31 | $649k | 8.1k | 79.96 |
| 2016-09-30 | $612k | 8.1k | 75.42 |
| 2016-06-30 | $669k | 8.8k | 75.76 |
| 2016-03-31 | $648k | 8.8k | 73.42 |
| 2015-12-31 | $596k | 8.8k | 67.57 |
| 2015-09-30 | $644k | 9.6k | 67.29 |
| 2015-03-31 | $824k | 11k | 74.73 |
| 2014-12-31 | $814k | 11k | 73.85 |
| 2014-09-30 | $784k | 11k | 71.16 |
| 2014-06-30 | $785k | 11k | 71.29 |
| 2014-03-31 | $745k | 11k | 67.70 |
| 2013-12-31 | $726k | 11k | 66.01 |
| 2013-09-30 | $708k | 11k | 64.40 |
| 2013-06-30 | $686k | 11k | 62.44 |
| 2013-03-31 | $662k | 11k | 60.30 |
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