WisdomTree LargeCap Dividend Fund shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 3.9k | 87.02 |
| 2025-06-30 | $326k | 4.0k | 82.14 |
| 2025-03-31 | $320k | 4.0k | 79.37 |
| 2024-12-31 | $313k | 4.0k | 77.79 |
| 2024-09-30 | $316k | 4.0k | 78.56 |
| 2024-06-30 | $293k | 4.0k | 72.75 |
| 2024-03-31 | $294k | 4.1k | 72.19 |
| 2023-12-31 | $410k | 6.2k | 66.38 |
| 2023-09-30 | $380k | 6.2k | 61.49 |
| 2023-06-30 | $395k | 6.2k | 63.60 |
| 2023-03-31 | $386k | 6.2k | 61.86 |
| 2022-12-31 | $387k | 6.2k | 61.95 |
| 2022-09-30 | $345k | 6.2k | 55.24 |
| 2022-06-30 | $369k | 6.2k | 59.09 |
| 2022-03-31 | $441k | 6.7k | 65.74 |
| 2021-12-31 | $443k | 6.7k | 66.04 |
| 2021-09-30 | $400k | 3.4k | 119.26 |
| 2021-06-30 | $404k | 3.4k | 120.45 |
| 2021-03-31 | $397k | 3.5k | 114.61 |
| 2020-12-31 | $372k | 3.5k | 107.39 |
| 2020-09-30 | $336k | 3.5k | 97.00 |
| 2020-06-30 | $324k | 3.5k | 92.92 |
| 2020-03-31 | $287k | 3.5k | 80.96 |
| 2019-12-31 | $455k | 4.3k | 106.04 |
| 2019-09-30 | $437k | 4.4k | 98.96 |
| 2019-06-30 | $431k | 4.4k | 96.96 |
| 2019-03-31 | $486k | 5.2k | 94.30 |
| 2018-12-31 | $435k | 5.2k | 84.40 |
| 2018-09-30 | $539k | 5.7k | 95.33 |
| 2018-06-30 | $507k | 5.7k | 89.67 |
| 2018-03-31 | $518k | 5.9k | 88.49 |
| 2017-12-31 | $539k | 5.9k | 92.07 |
| 2017-09-30 | $518k | 6.0k | 86.77 |
| 2017-06-30 | $528k | 6.3k | 84.02 |
| 2017-03-31 | $534k | 6.4k | 83.00 |
| 2016-12-31 | $514k | 6.4k | 79.90 |
| 2016-09-30 | $490k | 6.4k | 76.18 |
| 2016-06-30 | $520k | 6.9k | 75.83 |
| 2016-03-31 | $506k | 6.9k | 73.77 |
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