WisdomTree LargeCap Dividend Fund shares owned by J.W. Burns & Company
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by J.W. Burns & Company
from 13F filings
Historical chart of J.W. Burns & Company investment in WisdomTree LargeCap Dividend Fund
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All positions including WisdomTree LargeCap Dividend Fund held by J.W. Burns & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by J.W. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 3.8k | 87.03 |
| 2025-06-30 | $308k | 3.8k | 82.14 |
| 2025-03-31 | $298k | 3.8k | 79.37 |
| 2024-12-31 | $292k | 3.8k | 77.79 |
| 2024-09-30 | $295k | 3.8k | 78.56 |
| 2024-06-30 | $273k | 3.8k | 72.75 |
| 2024-03-31 | $271k | 3.8k | 72.19 |
| 2023-12-31 | $249k | 3.8k | 66.38 |
| 2023-09-30 | $231k | 3.8k | 61.49 |
| 2023-06-30 | $239k | 3.8k | 63.73 |
| 2023-03-31 | $232k | 3.8k | 61.87 |
| 2022-12-31 | $232k | 3.8k | 61.87 |
| 2022-09-30 | $207k | 3.8k | 55.20 |
| 2022-06-30 | $222k | 3.8k | 59.20 |
| 2022-03-31 | $246k | 3.8k | 65.60 |
| 2021-12-31 | $248k | 3.8k | 66.13 |
| 2021-09-30 | $224k | 1.9k | 119.47 |
| 2021-06-30 | $226k | 1.9k | 120.53 |
| 2021-03-31 | $215k | 1.9k | 114.67 |
| 2020-12-31 | $202k | 1.9k | 107.73 |
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