WisdomTree LargeCap Dividend Fund shares owned by Lutz Financial Services
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $649k | 7.5k | 87.03 |
| 2025-06-30 | $612k | 7.5k | 82.14 |
| 2025-03-31 | $592k | 7.5k | 79.37 |
| 2024-12-31 | $580k | 7.5k | 77.79 |
| 2024-09-30 | $318k | 4.0k | 78.56 |
| 2024-06-30 | $294k | 4.0k | 72.75 |
| 2024-03-31 | $292k | 4.0k | 72.19 |
| 2023-12-31 | $269k | 4.0k | 66.38 |
| 2023-09-30 | $249k | 4.0k | 61.49 |
| 2023-06-30 | $257k | 4.0k | 63.60 |
| 2023-03-31 | $250k | 4.0k | 61.86 |
| 2022-12-31 | $251k | 4.0k | 61.95 |
| 2022-09-30 | $224k | 4.0k | 55.36 |
| 2022-06-30 | $239k | 4.0k | 59.07 |
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