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WisdomTree LargeCap Dividend Fund shares owned by Linscomb & Williams

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Linscomb & Williams from 13F filings

Historical chart of Linscomb & Williams investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Linscomb & Williams

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 53k 66.38
2023-09-30 $3.5M 56k 61.49
2023-06-30 $3.6M 56k 63.60
2023-03-31 $3.4M 55k 61.86
2022-12-31 $4.0M 64k 61.95
2022-09-30 $3.2M 58k 55.25
2022-06-30 $3.4M 58k 59.10
2022-03-31 $4.3M 66k 65.71
2021-12-31 $4.4M 67k 66.04
2021-09-30 $4.1M 35k 119.29
2021-06-30 $4.2M 35k 120.32
2021-03-31 $4.4M 38k 114.67
2020-12-31 $4.1M 38k 107.50
2020-09-30 $3.8M 39k 97.04
2020-06-30 $3.5M 38k 92.89
2020-03-31 $3.1M 39k 80.93
2019-12-31 $4.1M 39k 105.94
2019-09-30 $3.8M 39k 99.06
2019-06-30 $3.7M 38k 96.91
2019-03-31 $3.6M 38k 94.22
2018-12-31 $3.2M 38k 84.46
2018-09-30 $3.6M 38k 95.40
2018-06-30 $3.5M 39k 89.76
2018-03-31 $3.4M 39k 88.49
2017-12-31 $3.6M 39k 92.11
2017-09-30 $3.7M 42k 86.84
2017-06-30 $3.6M 43k 84.08
2017-03-31 $3.7M 44k 82.92
2016-12-31 $3.5M 44k 79.91
2016-09-30 $3.7M 48k 76.99
2016-06-30 $3.4M 45k 75.76
2016-03-31 $3.4M 46k 73.41
2015-12-31 $3.3M 46k 71.13
2015-09-30 $3.1M 46k 67.31
2015-06-30 $3.3M 46k 72.49
2015-03-31 $3.4M 46k 73.31
2014-12-31 $3.5M 47k 74.16
2014-09-30 $3.4M 48k 71.16
2014-06-30 $3.3M 47k 70.80
2014-03-31 $3.4M 51k 67.64
2013-12-31 $3.5M 52k 66.53
2013-09-30 $3.3M 55k 61.21
2013-06-30 $3.3M 56k 59.81
2013-03-31 $3.3M 57k 58.89
2012-12-31 $3.2M 60k 53.64
2012-09-30 $3.4M 63k 54.63
2012-06-30 $2.6M 50k 52.43
2012-03-31 $2.7M 52k 52.97
2011-12-31 $2.5M 51k 49.03
2011-09-30 $2.1M 49k 43.97
2011-06-30 $2.5M 50k 49.06
2011-03-31 $3.3M 68k 48.32

More positions owned by Linscomb & Williams

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Wisdomtree Tr Us High Dividend (DHS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)

View all positions for Linscomb & Williams

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
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UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund