WisdomTree LargeCap Dividend Fund shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in WisdomTree LargeCap Dividend Fund
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All positions including WisdomTree LargeCap Dividend Fund held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 21k | 87.03 |
| 2025-06-30 | $1.8M | 22k | 82.14 |
| 2025-03-31 | $1.8M | 22k | 79.37 |
| 2024-12-31 | $1.6M | 20k | 77.79 |
| 2024-09-30 | $1.6M | 20k | 78.56 |
| 2024-06-30 | $1.6M | 22k | 72.75 |
| 2024-03-31 | $1.2M | 17k | 72.19 |
| 2023-12-31 | $501k | 7.5k | 66.38 |
| 2023-09-30 | $463k | 7.5k | 61.49 |
| 2023-06-30 | $479k | 7.5k | 63.60 |
| 2023-03-31 | $466k | 7.5k | 61.86 |
| 2022-12-31 | $466k | 7.5k | 61.95 |
| 2022-09-30 | $416k | 7.5k | 55.31 |
| 2022-06-30 | $444k | 7.5k | 59.07 |
| 2022-03-31 | $494k | 7.5k | 65.75 |
| 2021-12-31 | $475k | 7.2k | 66.10 |
| 2021-09-30 | $411k | 3.5k | 119.13 |
| 2021-06-30 | $300k | 2.5k | 121.05 |
| 2021-03-31 | $290k | 2.4k | 118.56 |
| 2020-12-31 | $198k | 1.8k | 107.89 |
| 2020-09-30 | $179k | 1.8k | 97.37 |
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