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WisdomTree LargeCap Dividend Fund shares owned by Integrys Wealth Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Integrys Wealth Advisors from 13F filings

Historical chart of Integrys Wealth Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Integrys Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 20k 77.85
2024-09-30 $1.5M 20k 78.56
2024-06-30 $1.4M 20k 72.75
2024-03-31 $1.4M 20k 72.19
2023-12-31 $1.3M 20k 66.63
2023-09-30 $1.2M 20k 61.49
2023-06-30 $1.2M 20k 63.60
2023-03-31 $1.2M 20k 61.86
2022-12-31 $1.2M 20k 61.95
2022-09-30 $1.1M 20k 55.26
2022-06-30 $1.2M 20k 59.09
2022-03-31 $1.3M 20k 65.74
2021-12-31 $1.3M 20k 66.05