WisdomTree LargeCap Dividend Fund shares owned by Circle Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 51k | 78.56 |
| 2024-06-30 | $3.7M | 51k | 72.75 |
| 2024-03-31 | $3.7M | 51k | 72.19 |
| 2023-12-31 | $3.4M | 51k | 66.38 |
| 2023-09-30 | $3.2M | 52k | 61.49 |
| 2023-06-30 | $3.3M | 52k | 63.60 |
| 2023-03-31 | $3.2M | 52k | 61.86 |
| 2022-12-31 | $3.2M | 52k | 61.95 |
| 2022-09-30 | $2.8M | 52k | 55.27 |
| 2022-06-30 | $3.0M | 52k | 59.11 |
| 2022-03-31 | $6.7M | 102k | 65.72 |
| 2021-12-31 | $3.3M | 51k | 66.03 |
| 2021-09-30 | $3.0M | 25k | 119.29 |
| 2021-06-30 | $3.0M | 25k | 120.32 |
| 2021-03-31 | $2.9M | 25k | 114.68 |
| 2020-12-31 | $3.3M | 31k | 107.49 |
| 2020-09-30 | $4.1M | 42k | 97.04 |
| 2020-06-30 | $3.9M | 42k | 92.88 |
| 2020-03-31 | $3.4M | 42k | 80.93 |
| 2019-12-31 | $4.4M | 41k | 105.93 |
| 2019-09-30 | $2.5M | 25k | 99.06 |
| 2019-06-30 | $2.4M | 25k | 96.91 |
| 2019-03-31 | $2.3M | 25k | 94.23 |
| 2018-12-31 | $2.1M | 25k | 84.44 |
| 2018-09-30 | $2.4M | 25k | 95.41 |
| 2018-06-30 | $2.2M | 25k | 89.75 |
| 2018-03-31 | $2.2M | 25k | 88.48 |
| 2017-12-31 | $2.2M | 24k | 92.13 |
| 2017-09-30 | $2.1M | 24k | 86.84 |
| 2017-06-30 | $2.0M | 24k | 84.08 |
| 2017-03-31 | $2.0M | 24k | 82.93 |
| 2016-12-31 | $1.9M | 24k | 79.91 |
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