WisdomTree LargeCap Dividend Fund shares owned by Peninsula Wealth
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Peninsula Wealth
from 13F filings
Historical chart of Peninsula Wealth investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Peninsula Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $310k | 4.7k | 66.38 |
| 2023-09-30 | $281k | 4.7k | 60.18 |
| 2023-06-30 | $297k | 4.7k | 63.60 |
| 2023-03-31 | $288k | 4.7k | 61.86 |
| 2022-12-31 | $389k | 6.3k | 61.95 |
| 2022-09-30 | $352k | 6.4k | 55.24 |
| 2022-06-30 | $377k | 6.4k | 59.17 |
| 2022-03-31 | $419k | 6.4k | 65.76 |
| 2021-12-31 | $421k | 6.4k | 66.07 |
| 2020-09-30 | $309k | 3.2k | 96.99 |
| 2020-06-30 | $296k | 3.2k | 92.91 |
| 2020-03-31 | $258k | 3.2k | 80.98 |
| 2019-12-31 | $338k | 3.2k | 106.09 |
| 2019-09-30 | $333k | 3.4k | 99.11 |
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