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
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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