WisdomTree LargeCap Dividend Fund shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 3.7k | 87.03 |
| 2025-06-30 | $307k | 3.7k | 82.14 |
| 2025-03-31 | $297k | 3.7k | 79.37 |
| 2024-12-31 | $291k | 3.7k | 77.79 |
| 2024-09-30 | $296k | 3.8k | 78.56 |
| 2024-06-30 | $274k | 3.8k | 72.75 |
| 2024-03-31 | $270k | 3.7k | 72.19 |
| 2023-09-30 | $351k | 5.7k | 61.49 |
| 2023-06-30 | $361k | 5.7k | 63.60 |
| 2023-03-31 | $349k | 5.6k | 61.86 |
| 2022-12-31 | $347k | 5.6k | 61.95 |
| 2022-09-30 | $308k | 5.6k | 55.26 |
| 2022-06-30 | $740k | 13k | 59.10 |
| 2022-03-31 | $817k | 12k | 65.72 |
| 2021-12-31 | $818k | 12k | 66.04 |
| 2021-09-30 | $737k | 6.2k | 119.29 |
| 2021-06-30 | $739k | 6.1k | 120.32 |
| 2021-03-31 | $701k | 6.1k | 114.69 |
| 2020-12-31 | $654k | 6.1k | 107.50 |
| 2020-09-30 | $585k | 6.0k | 97.04 |
| 2020-06-30 | $557k | 6.0k | 92.88 |
| 2020-03-31 | $440k | 5.4k | 80.94 |
| 2019-12-31 | $794k | 7.5k | 105.93 |
| 2019-09-30 | $738k | 7.4k | 99.08 |
| 2019-06-30 | $715k | 7.4k | 96.90 |
| 2019-03-31 | $690k | 7.3k | 94.22 |
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