WisdomTree LargeCap Dividend Fund shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 26k | 78.56 |
| 2024-06-30 | $1.9M | 26k | 72.75 |
| 2024-03-31 | $1.9M | 26k | 72.19 |
| 2023-12-31 | $1.7M | 26k | 66.38 |
| 2023-09-30 | $2.8M | 46k | 61.49 |
| 2023-06-30 | $2.9M | 46k | 63.60 |
| 2023-03-31 | $2.9M | 47k | 61.86 |
| 2022-12-31 | $2.8M | 46k | 61.95 |
| 2022-09-30 | $2.5M | 46k | 55.26 |
| 2022-06-30 | $5.2M | 87k | 59.10 |
| 2022-03-31 | $7.4M | 113k | 65.72 |
| 2021-12-31 | $7.4M | 113k | 66.04 |
| 2021-06-30 | $6.7M | 56k | 120.32 |
| 2021-03-31 | $6.3M | 55k | 114.68 |
| 2020-12-31 | $5.8M | 54k | 107.50 |
| 2020-09-30 | $5.2M | 53k | 97.04 |
| 2020-06-30 | $4.7M | 50k | 92.87 |
| 2019-12-31 | $5.8M | 54k | 105.92 |
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