WisdomTree LargeCap Dividend Fund shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.4M | 70k | 77.79 |
| 2024-06-30 | $9.5M | 131k | 72.69 |
| 2024-03-31 | $9.6M | 133k | 72.19 |
| 2023-12-31 | $9.2M | 139k | 66.38 |
| 2023-09-30 | $8.7M | 143k | 60.82 |
| 2023-06-30 | $10M | 158k | 63.60 |
| 2023-03-31 | $10M | 166k | 61.86 |
| 2022-12-31 | $11M | 174k | 61.95 |
| 2022-09-30 | $10M | 181k | 55.26 |
| 2022-06-30 | $11M | 187k | 59.10 |
| 2022-03-31 | $13M | 192k | 65.72 |
| 2021-12-31 | $13M | 199k | 66.04 |
| 2021-09-30 | $12M | 102k | 119.29 |
| 2021-06-30 | $12M | 103k | 120.32 |
| 2021-03-31 | $12M | 105k | 114.68 |
| 2020-12-31 | $12M | 107k | 107.50 |
| 2020-09-30 | $11M | 111k | 97.04 |
| 2020-06-30 | $11M | 115k | 92.88 |
| 2020-03-31 | $9.5M | 117k | 80.94 |
| 2019-12-31 | $12M | 116k | 105.93 |
| 2019-09-30 | $12M | 115k | 100.55 |
| 2019-06-30 | $11M | 115k | 96.90 |
| 2019-03-31 | $11M | 113k | 94.22 |
| 2018-12-31 | $9.1M | 108k | 84.45 |
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