WisdomTree LargeCap Dividend Fund shares owned by Marion Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $429k | 4.9k | 87.03 |
| 2025-06-30 | $405k | 4.9k | 82.14 |
| 2025-03-31 | $391k | 4.9k | 79.37 |
| 2024-12-31 | $381k | 4.9k | 77.79 |
| 2024-09-30 | $385k | 4.9k | 78.56 |
| 2024-06-30 | $356k | 4.9k | 72.75 |
| 2024-03-31 | $340k | 4.7k | 72.19 |
| 2023-12-31 | $313k | 4.7k | 66.38 |
| 2023-09-30 | $290k | 4.7k | 61.49 |
| 2023-06-30 | $300k | 4.7k | 63.60 |
| 2023-03-31 | $291k | 4.7k | 61.86 |
| 2022-12-31 | $292k | 4.7k | 61.95 |
| 2022-09-30 | $202k | 3.7k | 55.19 |
| 2022-06-30 | $322k | 5.5k | 59.08 |
| 2022-03-31 | $357k | 5.4k | 65.65 |
| 2021-12-31 | $359k | 5.4k | 66.11 |
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