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WisdomTree LargeCap Dividend Fund shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 47k 78.56
2024-06-30 $3.1M 42k 72.75
2024-03-31 $2.8M 39k 72.19
2023-12-31 $2.4M 36k 66.38
2023-09-30 $1.6M 26k 61.49
2023-06-30 $1.3M 21k 63.60
2023-03-31 $1.0M 17k 61.86
2022-12-31 $1.0M 16k 61.95
2022-09-30 $582k 11k 55.27
2022-06-30 $524k 8.9k 59.10
2022-03-31 $416k 6.3k 65.73
2021-12-31 $282k 4.3k 65.92
2021-09-30 $216k 1.8k 119.27
2021-06-30 $218k 1.8k 120.38
2021-03-31 $208k 1.8k 114.85