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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.7M | 54k | 87.03 |
| 2025-06-30 | $4.5M | 54k | 82.14 |
| 2025-03-31 | $4.1M | 51k | 79.37 |
| 2024-12-31 | $4.0M | 51k | 77.79 |
| 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 |
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