WisdomTree LargeCap Dividend Fund shares owned by Lake Street Financial
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.8M | 136k | 72.19 |
| 2023-12-31 | $12M | 187k | 66.38 |
| 2023-09-30 | $11M | 185k | 61.75 |
| 2023-06-30 | $12M | 195k | 63.60 |
| 2023-03-31 | $11M | 184k | 61.86 |
| 2022-12-31 | $11M | 177k | 61.95 |
| 2022-09-30 | $10M | 181k | 55.26 |
| 2022-06-30 | $11M | 179k | 59.10 |
| 2022-03-31 | $12M | 176k | 65.72 |
| 2021-12-31 | $11M | 169k | 66.04 |
| 2021-09-30 | $9.9M | 83k | 119.28 |
| 2021-06-30 | $8.6M | 71k | 120.86 |
| 2021-03-31 | $6.4M | 56k | 114.69 |
| 2020-12-31 | $5.6M | 52k | 107.50 |
| 2020-09-30 | $5.3M | 55k | 97.03 |
| 2020-06-30 | $4.9M | 53k | 92.87 |
| 2020-03-31 | $4.3M | 54k | 80.94 |
| 2019-12-31 | $4.9M | 46k | 105.92 |
| 2019-09-30 | $4.5M | 45k | 99.06 |
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