WisdomTree LargeCap Dividend Fund shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $2.3M | 26k | 88.49 |
| 2017-12-31 | $2.5M | 27k | 92.13 |
| 2017-09-30 | $2.3M | 26k | 86.86 |
| 2017-06-30 | $2.1M | 25k | 84.07 |
| 2017-03-31 | $1.3M | 16k | 82.92 |
| 2016-12-31 | $2.2M | 27k | 79.88 |
| 2016-09-30 | $2.0M | 26k | 76.99 |
| 2016-06-30 | $1.2M | 15k | 75.70 |
| 2016-03-31 | $1.1M | 15k | 73.37 |
| 2015-12-31 | $1.1M | 15k | 71.09 |
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