WisdomTree LargeCap Dividend Fund shares owned by Global Retirement Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Global Retirement Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $802k | 11k | 72.75 |
2024-03-31 | $434k | 6.0k | 72.19 |
2023-12-31 | $463k | 7.0k | 66.21 |
2023-09-30 | $375k | 6.2k | 60.50 |
2023-06-30 | $384k | 6.0k | 63.60 |
2023-03-31 | $362k | 5.9k | 61.21 |
2022-12-31 | $386k | 6.2k | 61.95 |
2022-09-30 | $380k | 6.2k | 61.22 |
2022-06-30 | $371k | 6.3k | 59.16 |
2022-03-31 | $391k | 6.3k | 62.35 |
2021-09-30 | $157k | 1.3k | 119.21 |
2021-06-30 | $158k | 1.3k | 119.97 |
2021-03-31 | $147k | 1.3k | 114.40 |
2020-12-31 | $138k | 1.3k | 107.39 |
2020-09-30 | $33k | 335 | 98.51 |
2020-06-30 | $31k | 335 | 92.54 |
2020-03-31 | $146k | 1.8k | 80.89 |
2019-12-31 | $35k | 335 | 104.48 |
2019-09-30 | $33k | 335 | 98.51 |
2019-06-30 | $32k | 335 | 95.52 |
2019-03-31 | $32k | 335 | 95.52 |
2018-12-31 | $28k | 335 | 83.58 |
2018-09-30 | $32k | 335 | 95.52 |
2018-06-30 | $30k | 335 | 89.55 |
2018-03-31 | $30k | 335 | 89.55 |
2017-12-31 | $31k | 335 | 92.54 |
2017-09-30 | $29k | 335 | 86.57 |
More positions owned by Global Retirement Partners
View all positions for Global Retirement Partners
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund