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
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $885k | 11k | 78.56 |
| 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 |
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