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
Tip: Access up to 7 years of quarterly data
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 csv Download as ExcelQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by J.W. Burns & Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by J.W. Burns & Company
Visa Stock (V)
View all positions for J.W. Burns & Company
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund