WisdomTree LargeCap Dividend Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 67k | 78.56 |
| 2024-06-30 | $4.8M | 66k | 72.75 |
| 2024-03-31 | $5.3M | 74k | 72.19 |
| 2023-12-31 | $5.2M | 79k | 66.38 |
| 2023-09-30 | $4.9M | 79k | 61.49 |
| 2023-06-30 | $5.1M | 81k | 63.60 |
| 2023-03-31 | $5.1M | 82k | 61.86 |
| 2022-12-31 | $6.1M | 98k | 61.95 |
| 2022-09-30 | $5.7M | 103k | 55.26 |
| 2022-06-30 | $6.2M | 105k | 59.10 |
| 2022-03-31 | $6.5M | 98k | 65.72 |
| 2021-12-31 | $7.2M | 108k | 66.04 |
| 2021-09-30 | $6.5M | 54k | 119.29 |
| 2021-06-30 | $6.7M | 56k | 120.32 |
| 2021-03-31 | $6.3M | 55k | 114.68 |
| 2020-12-31 | $1.2M | 11k | 107.51 |
| 2020-09-30 | $710k | 7.3k | 97.19 |
| 2020-06-30 | $1.1M | 11k | 92.85 |
| 2020-03-31 | $769k | 9.9k | 77.47 |
| 2019-12-31 | $1.1M | 10k | 106.48 |
| 2019-09-30 | $1.0M | 10k | 99.06 |
| 2019-06-30 | $990k | 10k | 96.91 |
| 2019-03-31 | $981k | 10k | 94.18 |
| 2018-12-31 | $28k | 333 | 84.08 |
| 2018-09-30 | $32k | 333 | 96.10 |
| 2018-06-30 | $30k | 333 | 90.09 |
| 2018-03-31 | $17k | 196 | 86.73 |
| 2017-12-31 | $18k | 196 | 91.84 |
| 2017-09-30 | $18k | 196 | 91.84 |
More positions owned by Captrust Financial Advisors
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