Resurgent Financial Advisors »

WisdomTree LargeCap Dividend Fund shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 24k 66.38
2023-09-30 $1.5M 25k 61.49
2023-06-30 $1.6M 25k 63.60
2023-03-31 $1.5M 24k 61.86
2022-12-31 $1.5M 24k 61.95
2022-09-30 $1.3M 24k 55.28
2022-06-30 $1.3M 22k 59.12
2022-03-31 $1.2M 18k 65.71
2021-12-31 $1.2M 18k 66.07