WisdomTree LargeCap Dividend Fund shares owned by Private Advisor
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 223k | 78.56 |
| 2024-06-30 | $15M | 210k | 72.75 |
| 2024-03-31 | $15M | 209k | 72.19 |
| 2023-12-31 | $15M | 232k | 66.38 |
| 2023-09-30 | $18M | 286k | 61.46 |
| 2023-06-30 | $20M | 306k | 63.62 |
| 2023-03-31 | $19M | 303k | 61.86 |
| 2022-12-31 | $17k | 274k | 0.06 |
| 2022-09-30 | $12M | 210k | 55.26 |
| 2022-06-30 | $10M | 172k | 59.10 |
| 2022-03-31 | $6.8M | 104k | 66.04 |
| 2021-12-31 | $6.8M | 104k | 66.04 |
| 2021-09-30 | $5.2M | 44k | 119.30 |
| 2021-06-30 | $3.2M | 27k | 120.30 |
| 2021-03-31 | $2.8M | 24k | 114.67 |
| 2020-12-31 | $1.9M | 17k | 107.49 |
| 2020-09-30 | $1.4M | 14k | 97.02 |
| 2020-06-30 | $828k | 8.9k | 92.92 |
| 2020-03-31 | $493k | 6.1k | 81.01 |
| 2019-12-31 | $463k | 4.4k | 105.97 |
| 2019-09-30 | $405k | 4.1k | 99.12 |
| 2019-06-30 | $504k | 5.2k | 96.87 |
| 2019-03-31 | $448k | 4.8k | 94.32 |
| 2018-12-31 | $505k | 6.0k | 84.50 |
| 2018-09-30 | $538k | 5.6k | 95.44 |
| 2018-06-30 | $294k | 3.6k | 82.05 |
| 2018-03-31 | $475k | 5.4k | 88.42 |
| 2017-12-31 | $383k | 4.1k | 93.57 |
| 2017-09-30 | $637k | 7.3k | 87.62 |
| 2017-06-30 | $603k | 7.2k | 83.85 |
| 2017-03-31 | $540k | 6.5k | 82.75 |
| 2016-12-31 | $534k | 6.6k | 80.34 |
| 2016-09-30 | $482k | 6.3k | 76.24 |
| 2016-06-30 | $445k | 5.9k | 75.82 |
| 2016-03-31 | $452k | 6.2k | 73.39 |
| 2015-12-31 | $490k | 6.9k | 71.12 |
| 2015-09-30 | $558k | 8.3k | 67.25 |
| 2015-06-30 | $1.5M | 20k | 72.48 |
| 2015-03-31 | $1.4M | 20k | 73.31 |
| 2014-12-31 | $1.3M | 18k | 74.16 |
| 2014-09-30 | $981k | 14k | 71.17 |
| 2014-06-30 | $425k | 6.0k | 70.80 |
| 2014-03-31 | $218k | 3.2k | 67.58 |
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