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WisdomTree LargeCap Dividend Fund shares owned by Key FInancial

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Key FInancial

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 86k 66.38
2023-09-30 $4.9M 80k 61.49
2023-06-30 $4.7M 74k 63.60
2023-03-31 $4.6M 75k 61.86
2022-12-31 $4.0M 73k 55.26
2022-09-30 $4.0M 73k 55.26
2022-06-30 $4.1M 68k 59.75
2022-03-31 $4.6M 70k 65.72
2021-12-31 $4.5M 69k 66.04
2021-09-30 $4.1M 35k 119.30
2021-06-30 $4.2M 34k 122.79
2021-03-31 $3.8M 33k 114.69
2020-12-31 $2.8M 26k 107.51
2020-09-30 $2.4M 25k 97.05
2020-06-30 $2.0M 22k 91.66
2020-03-31 $1.0M 13k 82.60
2019-12-31 $830k 7.8k 105.89