WisdomTree LargeCap Dividend Fund shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.5M | 17k | 89.33 |
| 2025-12-31 | $1.5M | 17k | 88.08 |
| 2025-09-30 | $1.5M | 17k | 87.03 |
| 2025-06-30 | $1.4M | 17k | 82.14 |
| 2025-03-31 | $1.3M | 17k | 79.37 |
| 2024-12-31 | $1.3M | 17k | 77.79 |
| 2024-09-30 | $1.5M | 19k | 78.56 |
| 2024-06-30 | $1.4M | 19k | 72.75 |
| 2024-03-31 | $1.4M | 19k | 72.19 |
| 2023-09-30 | $1.2M | 19k | 61.49 |
| 2019-12-31 | $212k | 2.0k | 106.00 |
Top funds holding WisdomTree LargeCap Dividend Fund
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