WisdomTree LargeCap Dividend Fund shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 63k | 87.03 |
| 2025-06-30 | $5.1M | 63k | 82.14 |
| 2025-03-31 | $5.0M | 63k | 79.37 |
| 2024-12-31 | $4.6M | 59k | 77.79 |
| 2024-09-30 | $5.3M | 74k | 72.19 |
| 2024-06-30 | $4.3M | 59k | 72.75 |
| 2024-03-31 | $5.3M | 74k | 72.19 |
| 2023-12-31 | $5.0M | 75k | 66.38 |
| 2023-09-30 | $5.7M | 92k | 61.49 |
| 2023-06-30 | $6.1M | 96k | 63.60 |
| 2023-03-31 | $7.1M | 115k | 61.91 |
| 2022-12-31 | $7.5M | 122k | 61.95 |
| 2022-09-30 | $7.0M | 127k | 55.26 |
| 2022-06-30 | $7.7M | 131k | 59.10 |
| 2022-03-31 | $9.3M | 141k | 65.72 |
| 2021-12-31 | $9.3M | 141k | 66.04 |
| 2021-09-30 | $8.7M | 73k | 119.29 |
| 2021-06-30 | $10M | 86k | 120.32 |
| 2021-03-31 | $9.6M | 83k | 114.68 |
| 2020-12-31 | $9.7M | 90k | 107.51 |
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