WisdomTree LargeCap Dividend Fund shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $244k | 3.4k | 72.19 |
| 2023-12-31 | $257k | 3.9k | 66.39 |
| 2023-09-30 | $237k | 3.9k | 61.49 |
| 2023-06-30 | $385k | 6.0k | 63.61 |
| 2023-03-31 | $448k | 7.2k | 61.86 |
| 2022-12-31 | $463k | 7.5k | 61.95 |
| 2022-09-30 | $973k | 18k | 55.24 |
| 2022-06-30 | $1.2M | 20k | 59.09 |
| 2022-03-31 | $1.4M | 22k | 65.70 |
| 2021-12-31 | $1.0M | 15k | 65.99 |
| 2021-09-30 | $854k | 7.2k | 119.31 |
| 2021-06-30 | $1.6M | 14k | 120.34 |
| 2021-03-31 | $1.5M | 14k | 114.70 |
| 2020-12-31 | $1.4M | 13k | 107.53 |
| 2020-09-30 | $725k | 7.5k | 97.02 |
| 2020-06-30 | $648k | 7.0k | 92.82 |
| 2020-03-31 | $469k | 5.8k | 80.95 |
| 2019-12-31 | $598k | 5.6k | 105.88 |
| 2019-09-30 | $573k | 5.8k | 99.12 |
| 2019-06-30 | $502k | 5.2k | 96.95 |
| 2019-03-31 | $1.4M | 15k | 94.25 |
| 2018-12-31 | $1.2M | 14k | 84.48 |
| 2018-09-30 | $584k | 6.1k | 95.35 |
| 2018-06-30 | $266k | 3.0k | 89.86 |
| 2018-03-31 | $231k | 2.6k | 88.61 |
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