WisdomTree LargeCap Dividend Fund shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $149k | 1.6k | 96.32 |
| 2026-03-31 | $139k | 1.6k | 89.33 |
| 2025-12-31 | $137k | 1.6k | 88.08 |
| 2025-09-30 | $135k | 1.6k | 87.03 |
| 2025-06-30 | $127k | 1.6k | 82.14 |
| 2025-03-31 | $123k | 1.6k | 79.37 |
| 2024-12-31 | $121k | 1.6k | 77.79 |
| 2024-09-30 | $122k | 1.6k | 78.56 |
| 2024-06-30 | $113k | 1.6k | 72.75 |
| 2024-03-31 | $112k | 1.6k | 72.19 |
| 2023-12-31 | $103k | 1.6k | 66.38 |
| 2023-09-30 | $95k | 1.6k | 61.49 |
| 2023-06-30 | $99k | 1.6k | 63.60 |
| 2023-03-31 | $96k | 1.6k | 61.86 |
| 2022-12-31 | $96k | 1.6k | 61.95 |
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