WisdomTree LargeCap Dividend Fund shares owned by HPM Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 46k | 87.03 |
| 2025-06-30 | $3.9M | 47k | 82.14 |
| 2025-03-31 | $3.0M | 38k | 79.37 |
| 2024-12-31 | $2.7M | 35k | 77.79 |
| 2024-09-30 | $2.7M | 35k | 78.56 |
| 2024-06-30 | $2.5M | 34k | 72.75 |
| 2024-03-31 | $2.5M | 34k | 72.19 |
| 2023-12-31 | $2.4M | 36k | 66.37 |
| 2023-06-30 | $2.7M | 43k | 63.59 |
| 2023-03-31 | $2.2M | 35k | 61.84 |
| 2022-12-31 | $2.1M | 34k | 61.95 |
| 2022-09-30 | $1.8M | 32k | 55.27 |
| 2022-06-30 | $1.9M | 32k | 59.10 |
| 2022-03-31 | $1.9M | 29k | 65.73 |
| 2021-12-31 | $1.9M | 29k | 66.05 |
| 2021-09-30 | $1.7M | 15k | 119.28 |
| 2021-06-30 | $1.7M | 15k | 120.30 |
| 2021-03-31 | $1.7M | 14k | 114.67 |
| 2020-12-31 | $1.5M | 14k | 107.53 |
| 2020-09-30 | $1.4M | 14k | 97.03 |
| 2020-06-30 | $1.3M | 14k | 92.87 |
| 2020-03-31 | $1.2M | 14k | 80.94 |
| 2019-12-31 | $1.5M | 14k | 105.96 |
| 2019-09-30 | $1.4M | 14k | 99.07 |
| 2019-06-30 | $1.3M | 14k | 96.89 |
| 2019-03-31 | $1.3M | 14k | 94.20 |
| 2018-12-31 | $1.2M | 14k | 84.48 |
| 2018-09-30 | $1.3M | 14k | 95.41 |
| 2018-06-30 | $1.2M | 14k | 89.74 |
| 2018-03-31 | $1.2M | 13k | 88.48 |
| 2017-12-31 | $1.2M | 13k | 92.16 |
| 2017-09-30 | $1.1M | 13k | 86.86 |
| 2017-06-30 | $1.1M | 13k | 84.05 |
| 2017-03-31 | $1.1M | 13k | 82.89 |
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