WisdomTree LargeCap Dividend Fund shares owned by Live Oak Investment Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Live Oak Investment Partners
from 13F filings
Historical chart of Live Oak Investment Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Live Oak Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $591k | 7.5k | 78.56 |
| 2024-06-30 | $848k | 12k | 72.75 |
| 2023-12-31 | $890k | 13k | 66.38 |
| 2023-09-30 | $833k | 14k | 61.49 |
| 2023-06-30 | $897k | 14k | 63.60 |
| 2023-03-31 | $873k | 14k | 61.86 |
| 2022-12-31 | $833k | 13k | 61.95 |
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