WisdomTree LargeCap Dividend Fund shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $421k | 5.4k | 78.55 |
| 2024-06-30 | $375k | 5.2k | 72.76 |
| 2024-03-31 | $372k | 5.1k | 72.19 |
| 2023-12-31 | $351k | 5.3k | 66.39 |
| 2023-09-30 | $369k | 6.0k | 61.49 |
| 2023-06-30 | $398k | 6.3k | 63.60 |
| 2023-03-31 | $403k | 6.5k | 61.87 |
| 2022-12-31 | $414k | 6.7k | 61.95 |
| 2022-09-30 | $369k | 6.7k | 55.31 |
| 2022-06-30 | $575k | 9.7k | 59.06 |
| 2022-03-31 | $1.0M | 16k | 65.69 |
| 2021-12-31 | $1.2M | 18k | 66.04 |
| 2021-09-30 | $1.3M | 11k | 119.32 |
| 2021-06-30 | $1.4M | 11k | 120.36 |
| 2021-03-31 | $1.3M | 11k | 114.70 |
| 2020-12-31 | $1.3M | 12k | 107.47 |
| 2020-09-30 | $1.6M | 17k | 97.01 |
| 2019-09-30 | $122k | 1.2k | 99.17 |
More positions owned by Garrett Wealth Advisory Group
View all positions for Garrett Wealth Advisory Group
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund