WisdomTree LargeCap Dividend Fund shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in WisdomTree LargeCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Dividend Fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 264k | 78.56 |
| 2024-06-30 | $19M | 267k | 72.75 |
| 2024-03-31 | $19M | 267k | 72.19 |
| 2023-12-31 | $440k | 6.6k | 66.38 |
| 2023-09-30 | $429k | 7.0k | 61.49 |
| 2023-06-30 | $443k | 7.0k | 63.60 |
| 2023-03-31 | $431k | 7.0k | 61.86 |
| 2022-12-31 | $409k | 6.6k | 61.95 |
| 2022-09-30 | $365k | 6.6k | 55.24 |
| 2022-06-30 | $391k | 6.6k | 59.17 |
| 2022-03-31 | $365k | 5.6k | 65.69 |
| 2021-12-31 | $383k | 5.8k | 65.97 |
| 2021-09-30 | $346k | 2.9k | 119.19 |
| 2021-06-30 | $349k | 2.9k | 120.22 |
| 2021-03-31 | $465k | 4.1k | 114.62 |
Top funds holding WisdomTree LargeCap Dividend Fund
View all funds holding WisdomTree LargeCap Dividend Fund