WisdomTree LargeCap Dividend Fund shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 418k | 78.56 |
| 2024-06-30 | $30M | 409k | 72.75 |
| 2024-03-31 | $28M | 390k | 72.19 |
| 2023-12-31 | $25M | 383k | 66.38 |
| 2023-09-30 | $24M | 383k | 61.49 |
| 2023-06-30 | $24M | 379k | 63.60 |
| 2023-03-31 | $23M | 374k | 61.86 |
| 2022-12-31 | $22M | 356k | 61.95 |
| 2022-09-30 | $20M | 357k | 55.26 |
| 2022-06-30 | $20M | 339k | 59.10 |
| 2022-03-31 | $21M | 325k | 65.72 |
| 2021-12-31 | $20M | 306k | 66.04 |
| 2021-09-30 | $17M | 142k | 119.29 |
| 2021-06-30 | $16M | 134k | 120.32 |
| 2021-03-31 | $15M | 131k | 114.68 |
| 2020-12-31 | $13M | 124k | 107.50 |
| 2020-09-30 | $11M | 115k | 97.05 |
| 2020-06-30 | $9.3M | 100k | 92.88 |
| 2020-03-31 | $5.2M | 65k | 80.94 |
| 2019-12-31 | $1.2M | 11k | 106.00 |
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