WisdomTree LargeCap Dividend Fund shares owned by Goss Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 19k | 88.08 |
| 2025-09-30 | $1.3M | 15k | 87.03 |
| 2025-06-30 | $1.0M | 13k | 82.14 |
| 2025-03-31 | $873k | 11k | 79.37 |
| 2024-12-31 | $815k | 11k | 77.79 |
| 2024-09-30 | $823k | 11k | 78.56 |
| 2024-06-30 | $780k | 11k | 72.75 |
| 2024-03-31 | $307k | 4.3k | 72.20 |
| 2023-09-30 | $246k | 4.0k | 61.49 |
| 2023-06-30 | $261k | 4.1k | 63.60 |
| 2023-03-31 | $12k | 192 | 61.86 |
| 2022-12-31 | $446k | 7.5k | 59.38 |
| 2022-09-30 | $380k | 6.9k | 55.17 |
| 2022-06-30 | $407k | 6.9k | 59.09 |
| 2017-06-30 | $12k | 144 | 83.86 |
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