WisdomTree LargeCap Dividend Fund shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $681k | 7.8k | 87.03 |
| 2025-06-30 | $643k | 7.8k | 82.14 |
| 2025-03-31 | $711k | 9.0k | 79.37 |
| 2024-12-31 | $697k | 9.0k | 77.79 |
| 2024-09-30 | $770k | 9.8k | 78.56 |
| 2024-06-30 | $637k | 8.5k | 75.22 |
| 2024-03-31 | $586k | 8.5k | 69.19 |
| 2023-12-31 | $558k | 8.4k | 66.38 |
| 2023-09-30 | $541k | 8.8k | 61.49 |
| 2023-06-30 | $560k | 8.8k | 63.60 |
| 2023-03-31 | $545k | 8.8k | 61.86 |
| 2022-12-31 | $534k | 8.6k | 61.95 |
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