WisdomTree LargeCap Dividend Fund shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 4.8k | 87.03 |
| 2025-06-30 | $390k | 4.8k | 82.14 |
| 2025-03-31 | $224k | 2.8k | 79.37 |
| 2024-12-31 | $220k | 2.8k | 77.79 |
| 2024-09-30 | $231k | 2.9k | 78.56 |
| 2024-06-30 | $214k | 2.9k | 72.75 |
| 2024-03-31 | $212k | 2.9k | 72.19 |
| 2022-03-31 | $212k | 3.2k | 65.84 |
| 2021-12-31 | $213k | 3.2k | 66.15 |
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