WisdomTree LargeCap Dividend Fund shares owned by Coulter & Justus Financial Services
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Coulter & Justus Financial Services
from 13F filings
Historical chart of Coulter & Justus Financial Services investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Coulter & Justus Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by Coulter & Justus Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $722k | 10k | 72.19 |
2023-09-30 | $252k | 4.1k | 61.49 |
2023-06-30 | $287k | 4.5k | 63.60 |
2023-03-31 | $279k | 4.5k | 61.86 |
2022-12-31 | $279k | 4.5k | 61.95 |
2022-09-30 | $249k | 4.5k | 55.21 |
2022-06-30 | $267k | 4.5k | 59.20 |
2021-12-31 | $413k | 6.3k | 66.06 |
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